Our services are addressed to Affluent and High Net Worth clients
We tailor our value propositions and innovate with new offers, aligning them to the key stages of our client’s life cycle, thus reassuring them.
They appreciate our customized service when we help them organize their wealth structures and/or manage their existing ones.
We provide strategic counsel and legal liaison services in areas in which we have extensive credentials, deep experience and relationships and successful case studies
Our lawyers have significant expertise, and extensive relationships with top tier counsel in the United States and throughout the Latin American/Caribbean region, and have been recognized by industry peers, clients and international publications, in the following areas of practice:
Corporate and Investment Funds
General corporate matters (including incorporation, re-domiciliation and liquidation of companies, provision of Registered office/registered agent services as well as advising on multi-jurisdictional mergers and acquisitions, the formation of JVs and the negotiation and drafting off Shareholders Agreements).
- Offshore Funds (including fund formation, licensing and ongoing legal and regulatory advice as well as restructurings and listings).
- Investment Managers and other licensed entities (including establishment, licensing and post-licensing legal and regulatory advice).
- Corporate finance and capital markets transactions.
Private Clients & Trusts
- Wills, estate planning and asset protection advice.
- Probate and letters of administration.
- All aspects of trust law, including the establishment, restructuring and winding up of trusts and foundations.
- Private Trust Companies.
- Tax amnesties.
- CRS/FATCA advice.
- Luxury Law (advice to UHNW and institutional families in relation to industries such as automotive, aviation, art and yatching).
Fintech, Wealthtech, cryptocurrencies and digital assets
- Providing tailored legal and regulatory advice to banks, investment funds and infrastructure companies with their most complex fintech and/or wealthtech projects.
- Advising on the application of new technologies to finance across the fintech spectrum (e.g., blockchain, digital currencies, electronic financial services, electronic trading activities, etc.).
- Working on the establishment of dedicated investment funds.
- Helping start-up companies within the sector to launch their business in multiple jurisdictions and to get funded through traditional venture capital/private equity financing rounds or through ICOs/STOs.
Litigation & Dispute Resolutions
- We assist on litigation only in matters that relate to our core services, always in tandem with experienced litigators in the relevant jurisdiction(s).
Fund Administration Services
Untitled Fund Services LLC is a U.S. based fund administrator who provides services exclusively to emerging offshore investment funds with a Latin American component.
We provide trustee and/or trust advisory services in three of the most popular and well regulated trust jurisdictions: New Zealand, South Dakota (U.S.) and Wyoming (U.S.).