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info@globalinvestfs.com     (786) 536-4075

Trust Services 01 Trust Services 02

⌟ Trust Services

 

GIFS will work with your attorney or recommend a tax expert that can help you set up the following:

Trust: A simple or complex trust to not only take advantage of the possible legal and tax benefits, but to also make sure that your wishes are followed once you are no longer present.

Offshore Corporations: As part of your Trust or as a standalone entity, we work with professionals who can recommend the best offshore structure.

FAQ

Frequently Asked Questions

Q : How to Switch Banks?

A: Most of the time clients can keep their commercial banking relationship as we handle the investment side of the ledger. We can easily link your investment account to your checking or savings account. That way we can send you money when you need it or add to your investment account when you have a windfall or bonus.

Q : Why should I spend money on a financial advisor?

A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q : Can I get help with my debts from a financial advisor?

A: Absolutely, as part of our needs analysis we look at the debit side of the ledger to make sure a plan is in place to deal with the debt burden.

Q :  Which type of financial and investment advisor should I choose?

A: Do you want to receive advice that’s objective and based solely on what’s best for your situation? Or do you want to receive advice that could be influenced, at least in part, by how much money the advisor will make based on the recommendations? The only way to ensure that the recommendations you receive from your advisor are totally, 100 percent unbiased is to work with a Registered Investment Advisor.

Possible Risks

  • Market risk
  • Liquidity Risk.
  • Concentration Risk.
  • Credit Risk.
  • Inflation Risk.
  • Horizon Risk.
  • Foreign Investment Risk

We will help you to understand:

  • Retirement Financial Planning 
  • Wealth Creation
  • Asset Protection
  • Investing for Retirement
  • Possible Risk Factors

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