Investment service that suit your needs.
Choosing the right location for your business is paramount to your success. Relocating can create a fresh momentum and offer new growth opportunities.As a first step, we will meet with you to discuss your goals and objectives then recommend strategies for developing a plan that complements your needs. We offer a free initial trial to get started.
Our investment Services
Estate Tax Planning
At Exsus, we know that good estate planning is more than just having a will. It’s about having a comprehensive plan to protect, grow and preserve your wealth and assets for future generations.
Our Firm has extensive experience developing estate and trust plans, planning for business continuation, wealth planning and minimizing estate taxes. Our estate planning services will maximize what your beneficiaries receive and provide you with your peace of mind.
As a first step, we will meet with you to discuss your goals and objectives then recommend strategies for developing a plan that complements your needs. We offer a free initial trial to get started.
At Exsus, we believe that our clients work hard to build value, whether it is personally or within their businesses, and we want to ensure that they maximize the value that they retain. Our Tax and Estate Planning services provide that opportunity to our clients.
Our process behind building a tax plan includes a detailed fact- finding process and discussions with the client to get a clear understanding of what their goals and objective are. Simply, we listen to our clients. From there, we look for various options and plans that could be implemented and we deliver these options and provide a recommendation to our client. Throughout a tax planning process, we work closely with our client and their advisors.
At Exsus, the key in ensuring that the client is maximizing their tax planning opportunity is including other advisors such as lawyers, bankers and financial advisors. Having everyone involved ensures that the plan is implemented correctly the first time and the plan operates smoothly.
Exsus understands that estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues. Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential part of overall strategic planning.
Licensing - Cyprus Investment Firms
The Investment Services and Activities and Regulated Markets Law of 2007 – Law no. 144(I)/2007, which implements the provisions of Markets in Financial Instruments Directive (MiFID), makes Cyprus one of the most ideal jurisdictions for permanent establishment of your investment firm, while offering a single passport to potential investors to provide investment services within the European Union.
Cyprus maintains one of the lowest corporate tax rates in Europe with a highly sophisticated and developed infrastructure to best serve the financial services industry needs.
We have compiled a technical report highlighting the main features of the Law and some requirements to set up a Cyprus Investment Firm.
Exsus will provide you with advisory support towards authorisation and registration of the Cyprus Investment Firm and prepare the application in accordance with the current regulatory requirements. Moreover, we can locate qualified executive and non-executive directors and personnel and provide Corporate, legal, accounting and auditing support and Compliance for your investment firm.
Estate Investment Consulting
In addition to traditional tax preparation, our Firm specialises in mergers and acquisitions, as well as investment tax consulting and estate tax planning.
Whether your transactions involve hundreds of dollars or hundreds of millions, proper tax planning and consultation can save you from unknown penalties and consequences that may not have been planned on. If you have questions on this or any other major financial move you are planning to make, feel free to give us a call now for a free consultation
In coordination with tax, inheritance and estate law experts, Exsus and its partners, establishes and administrates estate planning and asset protection structures. Exsus estate planning structures are often used to transfer an estate from one generation to the next, or to skip a generation in a manner through which taxes are minimised. Estate planning structures are also used to eliminate conflicts of interest between heirs as well as negative consequences of any forced heirship rules.
Exsus, asset protection structures provide clients’ assets protection against excessive financial and legal claims that may be imposed upon high-net worth individuals. This service is committed to applying innovative and proactive management practices to deliver the right solutions, at both a strategic level and subsequently on a day-to-day basis.
We have compiled a technical report highlighting the main features of the Law and some requirements to set up a Cyprus Investment Firm.
Exsus will provide you with advisory support towards authorisation and registration of the Cyprus Investment Firm and prepare the application in accordance with the current regulatory requirements. Moreover, we can locate qualified executive and non-executive directors and personnel and provide Corporate, legal, accounting and auditing support and Compliance for your investment firm.
Bond Proceeds investment
Develop a realistic estimate of construction draws prior to the bond sale Coordinate with bond counsel to include suitable investment language in legal documents Yield curve and market analysis to determine time frames and amounts to invest
Comprehensive Banking
We start the process with a thorough analysis of each client’s current banking structure. We look at all aspects including total fees paid, interest earnings, technology and service level. Once this is complete, we assist our clients in preparing a comprehensive request for proposal.
Investment policy review
Review and edit current investment policy Exsus Investment Services was developed as an independent business entity to help create structured investment programs for our clients’ bond proceeds and operating funds. View Form ADV Part 2
Major considerations for doing business
in various countries
Choosing the right location for your business is paramount to your success. Relocating can create a fresh momentum and offer new growth opportunities.
Below are a series of reports published by various Partner/member firms that provide an overview of the major considerations for investment planning and doing business internationally.
