About Us
Established by a collective of investors, private bankers, and entrepreneurs, Offshore Broker serves as a centralized hub for those seeking comprehensive asset protection, wealth management, and estate planning services – all conveniently offered in one place at a competitive price.
Our Company
Our Company is a collective of seasoned professionals, including experienced accountants, private bankers, and offshore service providers. Our journey has been intertwined with the
growth of the industry, and our team brings a wealth of experience and knowledge to the
table. We pride ourselves on being well-versed in the nuances of the offshore landscape. Our
mission is to connect you with specialists within the industry, ensuring that you receive the
best service and the most efficient products.
We understand the importance of a tailored approach in the ever-evolving financial realm,
and at Offshore Broker, our team is dedicated to leveraging our expertise to provide you with
the best possible options for your asset protection and wealth management strategy.
What We Do
We specialize in establishing offshore trusts, companies, and bank accounts in reputable jurisdictions. With an extensive network of qualified and proven professional service providers worldwide, we are dedicated to creating robust structures that shield you from legal threats and lawsuits.
At Offshore Broker, we understand the importance of safeguarding your assets, and our
expertise lies in crafting tailored solutions that offer peace of mind and security. Our services
not only protect your wealth but also provide you with an offshore sanctuary to cultivate and
expand your financial portfolio through exclusive international banking and investment
products that may not be readily available through traditional methods.
Why Offshore Broker?
We provide comprehensive suite of wealth management services, covering consultation, documentation preparation, and registration. Our platform allows you to establish your entire structure seamlessly. Unlike our competitors, we prioritize accuracy and a high degree of services to ensure that all filings meet all the required standards for a fully functional offshore structure.
Additionally, payment is only required once your structure is confirmed and ready for registration, giving you peace of mind by ensuring that you pay for a service that is fully prepared and ready to go.
Pay when your structure is confirmed. If any services are declined by us or our service providers, you're covered.
Application Guide
We ensure efficiency and transparency to streamline our clients’ experience. Here’s how our application process operates:
Application Process
- If you know what structure type your requiring you can begin the application process by clicking here. Alternatively you’ll first choose your preferred structure type from our range of offshore structures.
- Next, navigate to the product page and follow the link to access the application form. Here, you’ll submit the required documentation tailored to your specific entity type(s) and jurisdiction.
- Once we receive your submission, our team promptly reviews all documents. If any additional information is needed, we’ll reach out promptly. Providing comprehensive and detailed information expedites the establishment of your structure.
- After completing the application, we’ll send you confirmation when your structure is approved. Payment will be processed following this step and once the payment is received we will provide you with all the appropriate formation documents and introduce you to your designated Account Manager at our registering agent.
Required Documents
- Scanned copies of government-issued documents (Passport) and proof of address for all settlors, owners, officers, and beneficiaries (if receiving distributions).
- Contact information (emails and phone numbers) for all settlors, owners, and officers.
For Trusts:
- Description of the source of funds
- Brief description of the trust’s purpose
For Companies:
- Brief business description (20-30 words) of your company’s website, products/services, sector, and major operating countries
If you’re opening a bank account, please provide:
- Dollar amount of your initial deposit
- Country of origin for the deposit
- Source of funds for any individual contributing
- Specific banking services required (e.g., Cash, Investment Custody, Wire Transfers)
Partner with Offshore Broker
We welcome trustee companies, banks, investment brokers, accountants, and tax planners to partner with Offshore Broker.
Quality Referrals
Connect with clients seeking your expertise, ensuring high-quality referrals aligned with your services. Our relationship management focus ensures a seamless referral experience.
Build Reputation
Leverage our extensive partner network to enhance your reputation within the offshore services industry. Access a wide array of connections and collaborative opportunities.
