We provide independent advisory and non-executive board services to U.S.-licensed trust companies and SEC-registered asset managers, with a focus on U.S. tax risk, regulatory compliance, and client onboarding.

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With deep expertise in U.S. tax law, cross-border structuring, and compliance frameworks, we contribute as trusted board participants—offering objective, informed guidance to help firms fulfill their governance and oversight responsibilities.

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Our services include:

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• Serving as non-executive board member or strategic board advisor

• Providing U.S. tax oversight during client onboarding and acceptance

• Reviewing client structures and documentation for tax risk

• Supporting internal governance and regulatory compliance initiatives

• Advising on U.S. tax risk management for complex or high-net-worth client matters

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We help fiduciary and investment firms strengthen board-level supervision, improve compliance outcomes, and embed U.S. tax risk considerations into their governance and onboarding processes.