💼 Why Your Entity Structure Could Be Holding You Back

If you’ve established one or more entities across different jurisdictions, it’s easy for treaty positions, CFC rules and local-filing requirements to fall out of sync—leading to hidden withholding, duplicate compliance costs and unexpected penalties.

Our Structure Review delivers a targeted audit and clear, prioritized recommendations to realign your setup, ensure full compliance and unlock tangible tax-efficiency gains.

Optimize Your Structure, Today!

Work with our experts to confirm compliance and unlock real tax-efficiency gains.
Get Started Now

Who Benefits from a Structure Review?

🌐 Global Entrepreneurs

Founders running businesses across multiple jurisdictions who need to align entity choice, treaty positions and local-filing requirements to avoid unexpected compliance costs.

👪 Family Offices & Trusts

High-net-worth families and trustees managing complex holding and trust structures, seeking to streamline reporting, consolidate vehicles and reduce overall tax drag.

🚀 Startups & Scale-ups

Fast-growing companies expanding into new markets who must mitigate permanent-establishment risks, optimize entity footprints and stay ahead of evolving CFC rules.

💼 Investors & Portfolios

Individuals or firms with cross-border investment flows looking for efficient withholding strategies, clear fund structuring and maximized treaty benefits.

Why Get A Structure Assessment?

Even the most carefully chosen jurisdictions can leave money on the table if your entity structure isn’t optimally aligned with your business model. Our Structure Review pinpoints inefficiencies—from CFC traps to treaty gaps—and delivers a step-by-step plan to plug leaks and future-proof your setup.

✅ Comprehensive Technical Audit – We dive deep into your entity documents, inter-company agreements and financial flows to uncover hidden inefficiencies, treaty exposures and CFC/PE risks.

✅ Global Treaty & Compliance Expertise – Leverage our knowledge of 50+ tax treaties and reporting regimes (FBAR, FATCA, local filings) to minimize withholding and avoid penalties.

✅ Actionable Optimization Roadmap – Receive a clear, prioritized checklist with estimated impact and timelines, so you can implement changes confidently and measure real tax-efficiency gains.

✅ Risk Mitigation & Future-Proofing – We identify emerging compliance traps and structural gaps—arming you with the right controls to safeguard growth as you expand into new markets.

professional business man person and woman colleague corporate partner are meeting to work in modern office, brainstorming for corporate document plan, concept of idea and creative startup project

Who This Review Package is NOT for:

🏠 Domestic-Only Businesses

If you operate a single entity in one country with straightforward, onshore compliance needs, our Local Compliance package is a better fit.

🆕 New Entity Formation

This service audits your existing setup—if you need to incorporate new companies, please see our Entity Formation offering.

🔧 Implementation & Compliance

We diagnose and recommend; for hands-on filings, ongoing bookkeeping or execution of changes, choose our Compliance & Implementation services.

Request Assessment Call

Discover if a Structure Review is Right for Your Business 💡

Our Structure Review Package covers:

✅ Comprehensive review of existing entities

We inventory every company, trust and holding vehicle in your network—detailing ownership, jurisdiction and purpose to establish a complete baseline.

✅ Evaluation of tax residency exposure

We assess where each entity and its beneficial owners are treated as tax residents, flagging unintended filing obligations or dual-residency traps.

✅ Analysis of holding structure, CFC rules and treaties

We map your ownership chains against U.S. CFC rules and 50+ bilateral tax treaties to quantify withholding benefits and determine which jurisdictions truly deliver relief.

✅ Identification of red flags and risks

From permanent-establishment exposures to mis-classified intercompany flows, we highlight compliance gaps, penalty threats and audit triggers before they become costly.

✅ Optimization recommendations

You’ll receive a prioritized list of structural adjustments—entity consolidations, treaty-optimization moves and governance controls—designed to lower tax drag and simplify reporting.

✅ Detailed report with structure diagram

A polished deliverable including an annotated entity chart, summary of findings, estimated savings and a clear, step-by-step implementation checklist.

OUR SIMPLE 4-STEP ASSESSMENT PROCESS:

1️⃣ Discovery Call

We map your existing entities, jurisdictions and inter-company flows. 

2️⃣ Data Collection

You provide corporate documents, P&Ls, cap tables and intercompany agreements. 

3️⃣ Technical Audit

We analyze treaty positions, CFC/PE exposure, withholding risks and local-filing obligations. 

4️⃣ Final Assessment

Receive a prioritized report with actionable recommendations, estimated impact and next-step checklist. 

Pricing Package Options

Single Structure

$499 per Review
  • 60-minute deep-dive strategy call
  • Technical audit of one legal structure
  • Executive summary report
  • 4–6 actionable recommendations
  • 30-minute follow-up Q&A
Get Started

Multiple Structure

$999 per Review
  • 90-minute workshop session
  • Audit of up to three inter-company structures
  • Comprehensive analysis report
  • 8–12 prioritized recommendations
  • Implementation roadmap & next-step checklist
  • 60-minute follow-up Q&A
Get Started

Common Questions

❓ What’s the difference between Single and Multiple Structure Reviews?

✅ The Single Structure Review covers one entity or holding setup—ideal if you only need a deep-dive on a single company, trust or personal vehicle. The Multiple Structure Review audits up to three entities, maps inter-company flows and delivers a more comprehensive consolidation roadmap.

❓ How long will the review take?

✅ A Single Review is delivered within 7 business days of document submission. A Multiple Review takes up-to 14 business days to complete, allowing time for the deeper workshop and expanded reporting.

❓ What information and documents do I need to provide?

✅ We’ll ask for your corporate formation documents (e.g. certificates of incorporation, trust deeds), cap tables, financial summaries/P&Ls, inter-company agreements and any prior tax-residency or treaty elections.

❓ Can I upgrade from Single to Multiple later?

✅ Yes—if you decide (or discover) you need the Multiple Structure Review, we’ll credit 100% of your Single-Structure Review fee toward the Multi-Structure package.

❓ Will you execute the recommended changes or file paperwork?

✅ The Structure Review delivers a clear, prioritized roadmap and report. For hands-on implementation—entity formation, filings, bookkeeping—we offer separate Compliance & Implementation services or can introduce you to our global counsel network.

❓ How is my sensitive information protected?

✅ We sign a mutual NDA before engagement, use encrypted file-transfer tools and restrict access to our core advisory team. All data is handled in accordance with strict confidentiality protocols.