Client Engagement

Corporate Research LLC works in concert with your legal, financial and investment advisors. Where appropriate, we’ll introduce you to U.S. and foreign professionals who specialize in domestic and international law, taxation, banking, insurance, investment selection and accounting. We’ll handle all the logistics and coordinate communication among all of your professionals to ensure that the strategies that you use are implemented efficiently.

Before you engage us, we’ll gather information, evaluate your situation and review all of your issues and concerns in depth. Then, we’ll work with you and your other advisors to define specific objectives and to determine what strategies are appropriate for you. After you and your other advisors decide that we offer effective solutions and that you and they are comfortable working with us, we’ll make an engagement proposal.

Most engagements provide for a fixed fee for our services through completion of a defined project or consulting term. Before you hire us, however, you’ll know what we are going to do for you, what the benefits and limitations are, how long we think our work will take to complete and, importantly, how much it will cost.

We do not accept as clients anyone whom we believe is seeking to evade taxes or is engaged or about to become engaged in any illegal activity. Likewise, we do not accept as clients anyone whom we believe is seeking to protect assets from liabilities relating to current or anticipated claims or litigation or who intends to hinder, delay or defraud creditors or otherwise engage in fraudulent transfers or conveyances, as defined under applicable law.

As a condition to our accepting you as a client, we will ask you to confirm that the circumstances described in the previous paragraph do not apply to you and that any transfers of your assets to entities or structures that we recommend will not cause you to become insolvent or incapable of satisfying your current and/or reasonably anticipated liabilities. We also will ask you to confirm that any assets to be transferred or protected do not include proceeds, operating funds or assets of any "specified unlawful activity" as defined in the Money Laundering Control Act, 18 U.S.C.§§956(a)(1) and (3).

Contact us for a confidential discussion to see if you can benefit from our services. If you qualify for our services, we'll move promptly to provide you with a solution to manage your risks and protect and preserve your assets and wealth.