Getting Started
Do I Need an Offshore Structure? A Founder's Honest Guide
Before you hire advisors or open foreign accounts, ask yourself these five questions. The answer might surprise you.
Apex Advisory Global
Navigate Global Wealth
With Precision.
Apex Advisory Global provides discreet, expert-led offshore financial and tax structuring for individuals and businesses operating across jurisdictions.
50+
Jurisdictions
Discreet
& Confidential
Expert-Led
Teams
Global
Clients
Core Services
Structured for Your
Global Ambitions.
01
Offshore Entity Formation
Strategic incorporation in optimal jurisdictions. We design holding structures, SPVs, and operating entities aligned with your goals and risk profile.
02
International Tax Structuring
Treaty-efficient planning across 50+ jurisdictions. We optimize your global tax position through legitimate, defensible structures.
03
Compliance & Regulatory Advisory
FBAR, FATCA, CRS, and local reporting obligations — managed end-to-end. Stay compliant without operational disruption.
Advisory Engagements
Choose Your Engagement
From initial assessment to full offshore architecture — structured for where you are now.
Scoping
Offshore Structure Scoping Mandate
Senior-led scoping engagement with a written diagnostic of your current position and structural priorities
$10,000fixed fee
- ✓Senior advisor-led working sessions
- ✓Written diagnostic memo within 5 business days
- ✓Jurisdiction exposure & structural options review
- ✓OECD / BEPS compliance snapshot
Recommended
Advisory
Offshore Structure Advisory Retainer
Multi-month advisory retainer — jurisdiction analysis, structural design, and written strategy memo
$25,000retainer
- ✓Senior-led strategy sessions
- ✓3–5 jurisdiction comparison analysis
- ✓Written strategy memo with recommended architecture
- ✓OECD/BEPS compliance review
- ✓Direct advisor access throughout the retainer
Premium
Full Offshore Structure Engagement
Full-scope offshore architecture design and implementation roadmap
$50,000full engagement
- ✓Everything in the Advisory Retainer
- ✓Full entity architecture design
- ✓Multi-jurisdiction implementation roadmap
- ✓Banking & compliance setup guidance
- ✓Post-delivery support through implementation
About Apex
Apex Advisory Global was built for the complexity of modern global wealth. Our advisors have structured entities across the Americas, Europe, and Asia-Pacific — for founders, family offices, and multinationals alike.
Insights
Latest from Our Insights
Tax Strategy
Why Most Offshore Structures Fail (And How to Build One That Doesn't)
The most common mistake isn't the jurisdiction — it's the architecture.
Jurisdiction Analysis
UAE vs. Singapore: Which Offshore Hub Is Right for Your Structure?
Both are credible. The right choice depends on where your income flows — not where you want to live.
Social Proof
Client Perspectives
The scoping mandate alone clarified three structural inefficiencies we hadn't identified in years of working with our previous advisors. The written diagnostic was actionable within days.
D.K. — Founder & CEO, Technology (Series B)
We engaged for the full offshore structure engagement ahead of a significant liquidity event. The multi-jurisdictional holding architecture delivered exactly what we needed.
R.A. — Family Office Principal, Real Assets
Apex's analysis of our CFC exposure was more thorough than anything we'd received before. The retainer format gave us ongoing access without the friction of per-project billing.
S.L. — CFO, Cross-Border E-Commerce Group
Testimonials represent individual client experiences. Results vary based on jurisdiction and structure complexity.
Ready to structure your global position?
Our advisors are ready to assess your jurisdiction exposure and design a structure built to last.