Insight for
better decisions.
Advisory work starts with a decision you are facing. Sometimes the answer is a structure. Sometimes it is a projection. Sometimes it is identifying a concern before you move forward.
What we work on
- Entity and ownership structure
- Transaction planning and timing
- Financial projections and modeling
- Reorganizations
- Puerto Rico and federal tax implications of a specific decision
Your team or ours.
We can lead the engagement or work alongside your existing U.S. advisors. Clients with an established U.S. relationship may bring us in for the Puerto Rico side; others prefer a single point of contact to coordinate the work. Responsibilities and deliverables are agreed at the outset.