CB CROSS BORDER YOUR GOAL. OUR MISSION.

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Amy Sherilyn Walker
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1 CB CROSS BORDER YOUR GOAL. OUR MISSION.

2 Your Chosen Counsel Because We care

3 We are an international private wealth advisory We specialize in providing offshore solutions

4 crossborderworldwide.com What we offer What we can do Pre-relocation planning Fast-track residence Fast-track citizenship Temporary residence Real estate investment planning Real estate acquisition Financial structuring Real Estate valuation Wealth structuring Asset protection and administration International retirement planning Business succession planning Corporate structuring Offshore investments Intellectual property Contractual risk transfer Our team is a unique group of international professionals, coming from an array of disciplines. They are also members of various professional associations such as IBA, STEP, ITPA, FIABCI, among others. These professionals have years of experience at the pinnacle of their profession, serving private wealth markets. Increasing your wealth leads to increasingly complicated financial challenges. Therefore, long-term strategies and risk assessments must be carefully planned, and you must have a strategic plan in place in order to deal with the tax implications of the distribution and transfer of assets. To increase your wealth, you must protect what you already have. Without knowledgeable, sophisticated guidance, you may not be able to reach your goals for capitalising on opportunities to preserve your current assets or grow and transfer your wealth. You require the services of a professional who is not only familiar with the current financial atmosphere, but also your long-term financial goals. Cross-Border offers comprehensive services to address all of the complicated wealth issues related to your situation. Our international team of experts offers an extensive array of services that will enhance your current plans to grow and preserve your wealth.

7 crossborderworldwide.com Our Strategy Our Approach Each client has a specific and unique circumstance, so we spend a considerable amount of time with them to determine their goals and objectives. We use an open, analytical problem-solving process to deal with each project and, once a client s needs are known, customized offshore solutions are designed that adapt our client s individual requirements to their personal financial situation, their lifestyle and their personal and family circumstances. Regardless of your current net worth, we can help you to set goals to increase your wealth. We will work together as we embark on a comprehensive process to restructure your finances in a way that plans for your longterm goals and needs. We begin by studying the wealth strategies universe and its modules: As we at Cross-Border believe that actions speak louder than words, we place particular emphasis on a practical approach. To ensure that we consistently satisfy the high expectations of our clients, our firm is guided by six principles, which form the basis of how we work. Comprehensive services Efficiency Results-driven solutions Entrepreneurial attitude Independence Confidentiality Transparency Identifying the best ways to protect your assets Strategies to target wealth growth Minimising your tax burden We will insert your financial situation into each module in detail to determine what requires immediate attention and what is longterm in your project. From this examination, we will build an operating plan for your financial future.

8 crossborderworldwide.com Our Commitment Our Clients By working with Cross-Border, your financial life will be simplified. We will take the complexities and manage them with a wellthought-out, comprehensive planning process that focuses on handling your wealth in a systematic way for the long term. The circle of the national or international Private Clients being advised includes not only wealthy families or individuals, but also successful young entrepreneurs and managers of large corporations who are interested in: Preserving and creating more wealth Estate and international tax planning Investing offshore We often work closely with their advisors and the institutions that work for them to accomplish a client s objectives.

10 India Guernsey Canada Jurisdictions that we cover Indonesia Hungary Curacao Iraq Ireland Cayman Islands Israel Isle of Man Costa Rica Japan Italy El Salvador Kazakhstan Liechtenstein Grenada Kuwait Lithuania Guatemala Africa Macau Luxembourg Panama Algeria Malaysia Malta Puerto Rico Botswana Philippines Monaco St. Kitts and Nevis Egypt Qatar Montenegro Saint Lucia Equatorial Guinea Singapore Holland Saint Vincent Ethiopia Thailand Poland Trinidad and Tobago Liberia Vietnam Portugal Mauritius Romania USA Turks and Caicos Islands Morocco Europe Russia US Virgin Islands Nigeria Albania Slovakia Seychelles Andorra Slovenia South America South Africa Austria Spain Argentina Belgium Sweden Bolivia Asia Bosnia and Herzegovina Switzerland Brazil Armenia Bulgaria England Chile Bahrain Croatia Colombia Bangladesh Czech Republic North America Ecuador Brunei Denmark Anguilla Cambodia Estonia Antigua and Barbados Oceania China Faroe Islands Aruba Australia Taiwan Finland Bahamas Cook Islands Cyprus France Barbados Guam Dubai Germany Belize Marshall Islands East Timor Gibraltar Bermuda New Zealand Hong Kong Greece British Virgin Islands Vanuatu

12 Contact Shenzhen Room 1510 Golden Central Business Tower B, No Jintian Road Futian District T: Macau Level 20 AIA Tower, 251A-301 Avenida Comercial de Macau T:

a closer look GLOBAL TAX WEEKLY ISSUE 249 AUGUST 17, 2017

a closer look GLOBAL TAX WEEKLY ISSUE 249 AUGUST 17, 2017 GLOBAL TAX WEEKLY a closer look ISSUE 249 AUGUST 17, 2017 SUBJECTS TRANSFER PRICING INTELLECTUAL PROPERTY VAT, GST AND SALES TAX CORPORATE TAXATION INDIVIDUAL TAXATION REAL ESTATE AND PROPERTY TAXES INTERNATIONAL