We use cookies to facilitate your browsing and to show you content that may be of interest to you.
OK
Asset management in the United States
Data di pubblicazione:
10 min read | Lucio Miranda
The specialized partners of ExportUSA offer a combination of financial management and strategic family asset investment planning services
The financial management companies with which ExportUSA collaborates are able to manage all of a family's financial situations, including family office services for all real estate properties located in the United States.
Family Asset Management and Private Investment Services in the United States - Family Office Services
The management of individual and family assets demands the same services and the same sophistication that the financial management of a company does
Through US financial management companies, ExportUSA offers all asset management services necessary for the United States
Adaptation, planning and structuring of investment assets in the United States to minimize liabilities caused by taxation;
Treasury management;
Concierge services;
Consolidate Financial Statement and auditing of invested assets;
Preparation, analysis and revision of periodic financial reports;
Consultancy for life and disability insurance;
Equity investment risk management in the US;
Succession planning for assets invested in the United States;
Administration and planning of trusts and real estate properties;
Protection of investments and strategies for distributing the assets invested in the US;
Coordination of the process of transferring assets within the family;
Business succession;
Creation of real estate properties/assets and trust funds to manage equity invested in the United States;
Federal and state tax returns on real estate properties, taxes on donations and taxes on trust income;
Legal and informal trust reports;
Pensions and IRA distributions;
Post-mortem planning and termination of the entity;
ExportUSA takes care of ensuring that your products adhere to FDA standards. We make sure that all food products, cosmetics, medical devices, and dietary supplements comply with FDA regulations.