Global Citizenship Tax Planning Asset Management Estate Planning

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Global Citizenship

Residency is not only a place to live, but also a critical section of tax planning.

Most of the global ultra-high net asset investors are quite interested in the multiple citizenship. However, the Chinese investors, in addition to focusing on the personal assets management and investment operation requirements, tend to take other considerations into account: suitable living environment, high-quality educational resources, advanced medical technology, stable financial environment, etc. Nautilus Family Office, in order to meet the living needs of investors and optimize assets management and tax structure, lays more emphasis on the combination of multiple tax identities with the requirements of asset planning, when helping investors plan their tax identities.

Our Serivice
Domicile Planning
Investment is often regarded as a prerequisite in the permanent residence policies of most countries. However, investors always turn a blind eye to the investment risks since their most attention is paid to the convenience of the process. What’s even worse, they may suffer different levels of losses or even the dual failure of investment and identity acquisition due to their lack of professional knowledge in the investment, misleading by the asymmetric market information and deviation from the actual situation in the project screening or handling process.
Based on the nationality plans suitable for investors’ needs, Nautilus Family Office carefully interprets policies and investment projects for investors. We help investors deeply analyze the project structure and risks, and then implement the project after fully understanding it and related policies.
Tax Status Planning
With the advent of information transparency era, the ultra-high net asset investors are confronted with multiple information disclosure and potential tax risks. As the policy continues being improved and changed, the existing architecture is necessary to be reviewed and adjusted. The tax identity in special areas has become an indispensable part of the architecture. Nautilus Family Office is willing to help investors plan their tax identity according to their family and asset status. Based on its full understanding of the policies in different regions, it will establish a perfect solution for investors. Under the premise of being legitimate, it can bring a variety of roles of the tax identity into full play and then meet the complex needs of investors in taxation and living.
Our Attornays

ROBERT PATRICK GAFFNEY


▉ Robert Gaffney received his J.D. degree from University of California, Hastings College of the Law in 1980. Mr. Gaffney is an attorney licensed to practice in the State of California and is certified by the California State Bar Association as a Specialist in Immigration and Nationality Law. Through his law firm in San Francisco, Mr. Gaffney has 30 years of experience counseling a wide range of corporate and individual clients in areas of employment-related, investment, and family-based visa and immigration matters.

▉ Mr. Gaffney is rated “AV,” the highest such rating for skill and integrity available to individual lawyers from Martindale-Hubbell, generally recognized within the U.S. legal profession as the most complete and trusted source for identifying qualified legal counsel. Mr. Gaffney is honored to have been selected through peer review for the list of Super Lawyers of Northern California, awarded to only 5% of practicing attorneys in the area.

▉ Mr. Gaffney has developed significant expertise and a strong practice focus representing alien entrepreneurs under the EB-5 visa program. He is the author of “Country-Specific Issues and Challenges in Representing EB-5 Petitioners from the People’s Republic of China,” published in Immigration Options for Investors & Entrepreneurs (1st & 2nd Eds.), a leading source of information on this rapidly evolving topic.