Solutions
Internationally Connected Families
A beneficiary who moves abroad should not require the family to change trustees.
Descriptions on this page reflect a proposed service model. Opes is not chartered and does not currently provide fiduciary services.
Overview
International connection changes reporting, distribution, and structuring in ways most domestic trustees are not organized to handle. Our proposed model is built with cross-border complexity in mind from the outset.
Where the complexity sits
- Non-resident settlors and foreign grantor trust considerations
- Beneficiaries resident in multiple countries and changing residency
- Foreign situs assets and foreign entity interests
- Reporting obligations including FATCA and CRS classification
- Currency, banking, and distribution logistics across borders
- Coordination with foreign counsel and foreign tax advisors
Proposed approach
How we intend to administer it.
01
Jurisdictional mapping
Settlor, beneficiary, asset, and advisor jurisdictions are documented at intake and revisited as the family changes.
02
Advisor coordination
We expect to work alongside foreign counsel and cross-border tax specialists rather than substituting our own view of foreign law.
03
Reporting readiness
Classification and information-reporting posture are intended to be established before funding, with the family's advisors.
04
Durable structures
Nevada's statutory framework is intended to provide the domestic anchor for families whose members are not in one place.
Working with the existing team
Cross-border tax and legal advice remains with the family's specialists. Opes does not provide legal or tax advice and would act as administrative trustee only.
Related practices
Opes does not provide legal, tax, investment, or accounting advice. Whether any structure described here can be administered depends on the governing instrument, applicable law, fiduciary acceptance, and receipt of regulatory authorization.