Other Services provided by
Third-Party Providers

OCM recommends third-party providers who are trusted professionals, to provide other advisory services in addition to the wealth management OCM provides.
Other Services provided by Third-Party Providers

The additional services that we reference here are facilitated by third-party providers, i.e., tax advisors, insurance agents, attorneys, and they are independent of Overseas Capital Management LLC.

Retirement Planning

OCM engages trusted retirement planning professionals to develop optimal plans for clients’ retirement accounts. Accordingly, OCM recommends appropriate asset allocations for the clients.

At the direction of its client, OCM will ensure that retirement planning professionals have the information they need to determine the optimal use of retirement accounts and recommend appropriate asset allocation.

Education Planning

A university education is one of the most valuable gifts a parent can give to a child. How much will you need to save each year to make sure the money is there when your child heads off to college? 

At the direction of its client, OCM will ensure that education planning professionals have the information they need to identify the situation and financial needs for a university education. The education planning professionals present, execute and manage the savings plan. And finally, the education planning professionals will assist in deploying the funds as needed for each child in a timely manner.

Life Insurance

Even the most careful planning doesn’t necessarily ensure success. As so eloquently versed in the poem by Robert Burns, ‘The best laid plans of mice and men often go away.’ Life insurance is one way of avoiding this worst-case scenario. At the direction of its client, OCM will ensure that life insurance professionals have the information they need to determine the insurance product that best suits our client’s financial profile.

The purpose of life insurance is to protect your loved ones in the event of an untimely death, to provide financial support and security at this traumatic time. It is used as a financial guarantee for the lifestyle that was planned for your loved ones. Life insurance fills this void. Providing financially for house payments, everyday living costs and education costs. There are different types of life insurance that not only provide financial support in the form of a cash payment but also provide a financial investment if, as we all hope, it is never needed. We assist our client’s in properly choosing not only the amount of coverage but also the type of life insurance that best fulfills their needs.

Wills & Trusts

Proper succession planning using a will and/or trust is a simple, easy and tax efficient way to take care of loved ones upon death. At the direction of its client, OCM will ensure that wills & trusts professionals have the information they need to determine wills and/or trusts are an integral part of wealth management planning and execution..

The truth is that dying without a Will can make what is already a difficult time a lot harder for loved ones and particularly so when your assets are split across different countries and jurisdictions

When you die without a Will, the law decides who inherits what and how in what proportions. Often, these rules do not achieve what the person would actually have wanted at their death. having a well-constructed Will in place ensures that the those that you know and trust are in control of the process

OCM has partnered with a lawyer that specialize in the formation of Wills and Trust.

Estate Planning

Estate planning is the preparation of tasks that serve to manage an individual’s asset in the event of their incapacitation or death.

At the direction of its client, OCM will ensure estate attorneys have the information they need to determine and guide clients through the maze of available estate planning techniques. The goal is to minimize the various taxes triggered at death and assure that assets end up in the hands of those intended by the client. The estate attorneys encompass the complexities of estate planning for citizens living abroad and working with non-resident alien investors to minimize their estate tax obligations.

Tax Consulting

Proper tax planning and filing both here and back in one’s home country is problematic and confusing for most expats. At the direction of its client, OCM will ensure tax experts have the information they need to determine and assist removing the confusion and ensure proper tax filing while not over or under paying taxes.

Many expatriates encounter problems and confusion regarding tax and accounting. It is essential to find a trusted, qualified tax advisor that can cater to your unique requirements. OCM uses its worldwide network of tax experts, in any jurisdictions a tax reporting is required. Ensuring peace of mind that your taxes are properly filed is of great satisfaction to all your clients. .

Third-Party
Provider Disclaimer
The additional services that we reference here are facilitated by third-party providers, i.e. tax advisors, insurance agents, attorneys, and they are independent of Overseas Capital Management LLC. Our firm does not make any representations or warranties concerning the services offered by these third-parties. Overseas Capital Management LLC does not compensate the third-party providers, directly or indirectly, for a testimonial or endorsement, nor do the third-parties compensate our firm, directly or indirectly, for making you aware of their services. Overseas Capital Management LLC will only recommend that our clients seek third-party advice when it is in the client’s best interests. You always have the right to engage a professional of your choosing.