Consulting services

Our team of professionals has more than 40 years of combined experience partnering with the wealthiest families of Latin America and their advisors to properly structure their patrimonies considering their interests, goals and circumstances.

Understanding the unique requirements and needs of each client is key to identify planning opportunities or areas of improvement. The main goals of our clients are, among others:

Wealth organization

Privacy enhacement

Inheritance and succession

Tax planning

Philanthropy coordination

Family governance

Asset Protection

Solution implementation

TAG Wealth Strategists headquarters are located in the Bahamas where it is licensed as Corporate Service Provider (TAG Corporate Services LTD) and has an extensive network of associated providers offering services in more than 30 jurisdictions, including

Companies, partnerships and legal entities

Private Investment Funds

Segragated Portfolio Companies

Debt structuring

Private Interest Foundations

Trusts and Fideicomisos

Receiverships

Family Protocols

Escrows

Shareholding arrangements

Solutions administration

The long term success of the strategy decided for family wealth is directly related to the careful and professional follow up and administration of the vehicles or solutions implemented.

Focusing on the details and taking into account the reasons behind the planning is vital to maximize the chances to reach the goals and objectives of our clients and theirs families.

We offer a wide variety of services to our clients to give them peace of mind regarding the professional management and continuity of their planning:

Entities Directorships

Shareholders representation

Trust and Funds administration control

Professional Protectors

Accounting

Consolidated reporting

Contact us

TAG Corporate Services Ltd.

Halsbury Commercial Centre,
#10 Village Road
P.O. Box SS-6333
Nassau, Bahamas

T +242 603 2000
F +242 603 2001
jm@tagcorp.net