Client outcomes

Plans that hold up in every country

One anonymised case study for each stage of our work: Global Strategy, Plan of Action and Implementation.

Client outcomes

What a coordinated plan changes

The examples below illustrate our Stage 1, Stage 2 and Stage 3 services. Details are generalized and amounts are modified to protect our clients. Every situation is different, and no outcome is guaranteed. These examples are for illustration only and should not be relied upon when making decisions, as their details and figures have been materially altered for confidentiality.

Stage 1 — Global Strategy

Business owner about to restructure

Situation: A business owner was about to form a new entity and reorganize the business without having decided whether to remain tax resident at home or establish tax residence elsewhere.
Approach: The Global Strategy showed that the restructuring depended on that decision. The recommendations set the order: choose the residency direction first, hold the new entity and shareholder distributions until the reorganization plan is set, and keep payments to related parties at arm’s length, with clear roles and contracts.
Outcome: The client left with a clear sequence of decisions and avoided setting up a structure that might not have fitted the path chosen. The recommendations were to be verified and coordinated with the appropriate professionals before implementation.

Stage 2 — Plan of Action

Canadian couple selling a business and moving to Costa Rica

Situation: A couple who owned a business wanted to leave Canada, reduce their taxes, protect their wealth and obtain Costa Rican residence permits, while keeping health coverage during the transition.
Approach: A written Plan of Action in twelve chapters: the tax treatment of the business sale, the immigration process, insurance, banking and finances, estate documents and the practical side of settling in. It opens with a calendar and a two-part checklist of actions before departure and after arrival, each tied to the documents it requires.
Outcome: Before leaving Canada, the couple had every step in one sequence: what to do, in what order and with which documents. Implementation remained an optional next stage.

Chapters in the written plan: 12
Actions before departure: About 26
Actions after arrival: About 13

Stage 3 — Implementation

U.S. entrepreneur with several business interests

Situation: Several companies and properties held without a coordinated tax, ownership and succession strategy, and more entities than the business needed.
Approach: The structure was reorganized: unnecessary entities removed, operating companies placed under a trust-based ownership and succession plan, and ongoing professional support coordinated in one place.
Outcome: The client’s name no longer appears on the public records for these structures. Strong asset protection makes it exceptionally difficult for claims against one business to reach his other businesses or personal assets. These benefits recur each year. Some generate predictable annual savings; others vary with the client’s income, investments and available deductions.

Tax savings from business deductions that were being missed: About US$250,000 a year
Tax benefit from unused real-estate deductions: About US$700,000
Tax deferred on investment income: About US$900,000
Tax savings from major losses that previously could not be deducted: About US$2 million
Penalties and interest avoided: About US$100,000 a year
Foreign earned income and housing exclusions: About US$50,000 a year

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Global Strategy Service