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
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
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
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
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. .
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