TARGET CLIENTS

Most of our clients are corporate organizations that deliver fiduciary or corporate services, as RGConsulting can deliver the technical advice and support, which those firms require, including drafting trust deeds and delivering advice on trust/foundation administration, as well as assisting to establish corporate entities and to open bank & investment accounts for those entities. We also deliver necessary tax advice through business partners.

Our corporate clients usually have the direct contact with the end-user individuals and beneficial owners that benefit from the structures that RGConsulting assists to establish. We often deliver our services, in the background, and sometimes unknown to the clients, while our corporate clients interface with said clients.

Nevertheless, we still very much appreciate any individual client, who wishes to retain RGConsulting directly, and promise them the best possible service. We specialize in assisting expats to maximize tax efficiency.

RGConsulting has also offered support to larger groups that require an experienced fiduciary for special projects.

In addition, RGConsulting can be retained for training workshops and seminars that are fiduciary services related.

MULTI-JURISDICTION FIDUCIARY CONSULTANT (MFC)

As the only trust professional (TEP) to have held senior-level roles in 17 jurisdictions, EJR acts as an MFC to various organizations that deliver trust & foundation services. He is currently retained by organizations in Panama, Nevis, UK, Switzerland, UAE, Hong Kong, Australia and the USA.

EXPAT TAX EFFICIENCY

EJR has been both a UK and a US taxpayer, during his life, and he also has an Irish wife with a Green Card. So, OCSL now assists UK and Irish expats with obtaining tax-efficiency while living and working overseas. 

We also assist US expats, as OCSL has a subsidiary company, which is called US Trust Advisory Services LLC (UTAS) and UTAS can assist US expats to maximize tax efficiency. In addition, UTAS can deliver deliver tax and legal advice for US corporate entities and US trusts, as well as advising on other US matters including visas and immigration issues.

We can assist expats, from other countries, although we would have to work with home country tax advisers in such case. 
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INDEPENDENT WEALTH PLANNING ADVICE

EJR has held senior-level positions with fiduciary and/or corporate service companies in 17 jurisdictions worldwide. This gives RGConsulting unique multi-jurisdiction international experience and we also have a vast network of professional contacts, which have proven to be a boon to RGConsulting’s clients. We like to proclaim, “if we don’t know it then we know a person who does!”.

Trusts and trust administration services are a specialty, as we doubt that any senior trust lawyer has the same “hands on” experience of trust administration, which EJR has enjoyed during his lengthy career.

RGConsulting also assist with the formation of many types of non-trust entities including foundations, funds, partnerships, special purpose vehicles and hybrid entities etc. RGConsulting is valued for what we know and also for whom we know.

RGConsulting offers a fast and user friendly response to enquiries and we also offer a value for money service.  We have the multi-jurisdiction technical knowledge that few of our boutique competitors have. RGConsulting will also assist fiduciaries & wealth planners to create innovative solutions, as we are believers in “out of the box” thinking.

RGConsulting can benefit commercial clients in their complex cross-border trading activities including forming bank,  investment, forex and crypto exchange accounts, when required, and obtaining tax advice when necessary.

RGConsulting can also assist corporate clients to market investment and trading opportunities through our worldwide network of business contacts.

We also have partner relationships with financial service professionals and tax advisors, in various jurisdictions, and will consider other partnerships or joint venture arrangements if commercially viable.