Lowtax Network

Back To Top

The OCSL Group

The OCSL Group's global network includes tax advisers, attorneys, trust groups, investment managers, private bankers, insurance experts and other professionals in order that we can deliver the optimal wealth planning solution for any client.

About The OCSL Group

There are 6 companies in the OCSL Group, which deliver the following services:

  • Offshore Consulting Services Limited (1996) – non-US international wealth planning
  • US Trust Advisory Services LLC (2016) – US wealth planning
  • Cavehill Investments Limited (1998) – investment advice and portfolio analysis
  • Protector Group Limited (2020) – professional protector services to trusts & foundations
  • Protector Group (NZ) Limited (2021) – professional protector services
  • Rogers Services Limited (1979) – OCSL Group investments

Wealth Planning Services

OCSL (www.offshore-consulting.net) is the lead company in the Group and had delivered wealth planning services, for many years, before established a US subsidiary in 2016. UTAS (www.ustrustadvisory.com) delivers US wealth planning services as well as legal and tax advice related to those services.

Our wealth planning services include:

  • Establishment of trusts in every known trust jurisdiction;
  • Establishment of foundations jurisdictions that have foundation laws;
  • Fiduciary consultant services for organizations delivering trustee and foundation establishment/foundation council services;
  • Trust training services;
  • Incorporation of corporate entities in every international financial center;
  • Provision of corporate and individual directors/managers to approved corporate entities plus nominee shareholder/member services;
  • Establishment of bank, investment and crypto-currency accounts for individuals, corporate entities and trusts;
  • Advise on structuring for funds, forex, e-gaming, crypto currency, crowdfunding, aircraft & yacht registrations etc;
  • US immigration advice and related tax compliance services;
  • FATCA and CRS advice.

Tax Efficiency Services

Together with our business partners International Tax Consultants LLC (http://www.intl-tax.com/) in the USA and Sandstone Tax (https://www.sandstone.tax/) in Great Britain, we deliver a tax efficiency service for US, UK and Irish expats that are living and/or working outside of their home countries. We can also assist residents of those three jurisdictions with tax issues too.

Professional Protector Services

Related to our trust & foundation establishment and administration services, OCSL Group also provides professional protector services through a Hong Kong company and a New Zealand company. Most professional protectors are trust experienced individuals, but we make the difference by having at least two trust experienced directors for each of our protector companies. In addition, our trust and foundation expertise is multi-jurisdictional as one of our directors has held senior-level trust business roles in 16 jurisdictions.

Investment advice & portfolio analysis

A CIL investment specialist delivers investment advice to OCSL clients. His expertise is to analyze trust investment portfolios, for investment efficiency, as this dovetails with the other trust services that OCSL delivers. We also advise on other wealth management services including insurance products and wrappers, pension products, fund investments and project funding.

Enquiries for all services should be directed to our US office.

Contact The OCSL Group Contact