U.S. Booking Platform
Within the U.S.
For U.S. accounts, we have formed a strategic partnership with Insigneo. A privately held Miami-based broker-dealer, Insigneo specializes in providing comprehensive institutional brokerage services to independent investment advisory firms such as Komorebi Global.Komorebi Global offers both advisory and brokerage account services for both U.S. and non-U.S. clients (Non-Resident Alien). As an offshore jurisdiction, there are numerous benefits for non-U.S clients to open accounts in the US. For example the safety and security of holding assets in the world’s largest capital market. Also, the client does not need to visit the U.S. to open the account.
In order to extend these capabilities, we’ve partnered with Insigneo to offer solutions particular to your needs.
THESE MAY INCLUDE:
Together, we’ll help you choose the appropriate vehicles in which to invest and manage your investments. With customized strategies, we can help you preserve, enjoy and transfer your wealth.
Working with multiple banks and custodians can create tremendous complexities and produce overlapping information. Insigneo uses technology and reporting platforms to consolidate your assets and investment performance in a digestible format.
Our advisors will take the time to understand your financial situation and recommend a plan or a solution tailored to your needs. We will help you manage your money based on your objectives, risk tolerance, cash flow needs and tax situation.
Custody for U.S. Accounts:
Pershing at a Glance
Pershing: Strength, Safety and Stability
Tax Implications for
For non-resident alien accounts, it is important to be aware of any associated implications when it comes to taxes. For example, there is only US estate taxes on individual US equities if the client passes away. There are no taxes on ETFs, Funds or Bonds.
The best solution is for a Non-Resident Alien to open their account with a non-U.S. corporation such as a corporate structure from Malta, BVI or Cayman. In this case, if the non-resident passes away, the taxable estate will not include the value of the U.S. equities because they are held by a foreign corporation and not the non-resident directly. Clients should obtain tax and legal advise on their specific situation.