Trusted Solutions for Individuals and Families Moving to the U.S.

JTC Private Client Services Specializes in Protecting and Nurturing Your Private Capital

Our Private Client Services team offers a comprehensive range of solutions for international families and entrepreneurs moving to and/or starting a business in the U.S. This includes corporate and trust formation/administration, accounting, estate planning and other wealth structuring services.

Customizable Services to Meet Your Needs

JTC specializes in protecting and nurturing our clients’ private capital in financial and non-financial assets (including real estate), recognizing the importance of a tailored, flexible, and multi-jurisdictional approach.

Pre-immigration tax & legal coordination

When a foreign person decides to move to the U.S., his/her tax situation will change greatly. Our specialists work alongside trusted tax and legal advisors to help clients structure their wealth and assets efficiently, avoid over-taxation and reduce the risk of legal complications.

Corporate formation & administration

JTC specializes in protecting and nurturing our clients’ private capital in financial and nonfinancial assets (including real estate), recognizing the importance of a tailored, flexible, and multi-jurisdictional approach.

Trust formation & administration

Thanks to our global presence and rich in-house expertise, we offer a comprehensive range of trusts, companies, foundations and other entity types from various well-established and credible jurisdictions.

Accounting

Reliable, accurate and timely accounting and financial reporting services is a central part of what we do. Our service is tailored to your needs and uses cutting-edge technology to meet individual requirements. Our accounting team has extensive experience in the delivery of accounting services for a wide range of client entities, from high-net-worth individuals to multi-national corporations.

U.S. tax and regulatory

As a new U.S. resident, you will have many obligations to report foreign accounts, assets and investments. JTC’s regulatory team can coordinate with well-respected tax advisors (or work with your existing tax advisors) to give you peace of mind that your tax and regulatory affairs are in order. Obligations include:

  • FBAR (Foreign Bank and Financial Account Reporting), a.k.a. FinCEN Form 114
  • FATCA (Foreign Account Tax Compliance Act), a.k.a. Form 8938 for Individuals
  • Foreign Trusts (Form 3520/3520A)
  • Foreign Gifts (Form 3520)
  • Foreign Corporation (Form 5471)
  • Foreign Passive Investments (Form 8621)
  • Foreign Partnership (Form 8865)

Want to learn more?

Download our Private Client Services Info Sheet