With over 25 years of experience here, we know Bali. As the first and only consulting agency in Bali specializing in the needs of Americans (& those with assets in America), we understand how much more complicated expat life can be for our clients. Many find themselves in need of advice grounded in experience and sound business practices and that’s exactly what we do. The key to our approach is “p
erspective”. We can assist in creating the tools necessary to gain a greater perspective on whatever endeavor you’re here to pursue. In this way you can be rest assured that you are well aware and up to date on all important details and utilize that knowledge when making important decisions. Our aim is to assist you in establishing a more comprehensive perspective into the three core areas we specialize in:
1. Real Estate
2. Business Development.
3. Wealth Management. We provide time-based services as per our clients’ requirements. Typically:
● Establishing goals and parameters for real estate investments
● Assistance with land acquisition
● Project Managment to oversee construction
● Establishment of business entities
● Set up of systems, policies and procedures
● Assistance with reporting and tax planning (specifically in regards to the IRS)
● Personal and corporate wealth management
We adopt a consultative approach whereby through discussions we identify your needs and requirements. We then prepare a proposal for our services in which we identify the key issues and how we propose to address them by providing cost effective and innovative solutions. You obtain an advisor for the amount of time that is necessary and not more!
