Wealth Planning

At Mercatoria, we focus on taxation matters both onshore and offshore. Practical and cost effective solutions across a multi-jurisdictional landscape requires a global reach into other legal jurisdictions, using and project managing other licensed & regulated service providers, lawyers, accountants and investment advisors in the development of legal structures that hold assets, protect wealth and mitigate tax.

Enhancing and preserving wealth

Tax-efficient objectives are achieved when we are brought in at an early stage. Often, we are brought in late, to ‘fix’ transactions that have taken an unplanned direction, usually under pressurized and stressful conditions.

But with creative and practical thinking, coupled with our in-depth knowledge of international tax structures, we are able to meet our clients’ primary objectives. That objective is to preserve and enhance their business and private wealth.

International reach

We have excellent and well-established relationships with law firms, accountants, and licensed & regulated trust & corporate service providers in North America, the Caribbean, Channel Islands, mainland Europe and the Far East.

Lex Mercatoria Fiduciary Ltd. is licensed with no. 52 RA 2024 as a Registered Agent, Registered Trustee and Financial Fiduciary under the Registered Agent and Trustee Licensing Act, Chapter 105, s. 5(3) of the Revised Laws of Saint Vincent and the Grenadines, 2009.