Consultancy Services

Consultancy Services

m•advisory advises individuals and companies on navigating the increasingly complex global regulatory, operational and administrative challenges of managing multi national operations and structures.

We have a set of knowledge and skills that cover several technical areas, including:

• Legal
• Regulatory
• Compliance and regulatory reviews
• Accounting and finance
• Banking and asset management
• Real estate
• Cross border taxation and succession planning
• Famiy office structuring and management
• Governance and operational risk management
• Inbound and outbound commercial investments and business licensing in Bahamas, Brazil, Canada, China, Cayman and Luxembourg
• Management of complex operational and administrative functions 

Our global team is made up of a diverse group of seasoned professionals who have decades of experience in different aspects of cross border transactions and finance.  It includes business leaders who have risen to senior executive roles and managed global businesses, including CEOs of publicly listed companies, Chief Operating Officers and Managing Partners, Directors and heads of industry groups.

By combining the knowledge and experience of this senior team with state of the art technology and their deep knowledge of the various languages, cultural and commercial nuances of the jurisdictions where we operate, we can help our clients navigate across borders in a seamless, effective and efficient manner. 

Startups

Our services for start-ups include:

• Assistance in the strategic structuring of share classes and cap tables, from the initial phases to the more advanced phases of financing
• Assistance in structuring employee incentive programs, from RSUs to ESOPs and other types of incentive structures
• Assistance with legal alternative liquidity and cash management tools that can help start-ups better manage their cash and burn rate
• Assistance in the strategic structuring of global entities and solutions for investments in different types of assets
• Training in fundamental legal, administrative and regulatory issues
• Assistance in the selection and management of service providers
• Assistance in establishing and maintaining financial and trust accounts
• Assistance in jurisdiction and entity selection for international growth, including ultimate holdco and any intermediate structures such as more efficient entities (e.g., Delaware LLCs or Canada LPs)