Global Structuring - Asset Protection - Estate Planning

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About Dorr Consulting

Dorr Consulting was born from the need to provide HNW Clients with sophisticated solutions to solve complex cross-border issues. Investing, protecting and estate planning have never been more complicated than they are today. Clients find themselves trying to navigate a game of three dimensional chess and need advice from those that can see the entire chess board. Dorr Consulting partners have over 30 years combined experience from complex insurance and capital markets giving them the ability to create innovative and bespoke client solutions.

We are experts in global structuring. We have already helped high net worth clients from 17 different countries optimize the way they protect and perpetuate their wealth.

Global Structuring

We serve clients globally and we’re well versed in wide range of jurisdictions to suit their needs.

Estate Planning

Maximum flexibility with excellent benefits.

Asset Protection

The best protection for your privacy and wealth.

Investments

Modern and more efficient investment structures.

Immigration

Pre immigration planning, regardless of which country you call “home”. One Citizenship

Consulting

As specialized consultants we work side by side with our clients all the way.

Limitless

We design new structures to solve problems in an increasingly complex world.

Explore Creativity

Sometimes a known tool used in a new and innovative way is the perfect solution.

Privacy

We are privacy advocates. We believe that the right to privacy is a human right. Our clients’ privacy is our top priority.

why-we-exist

Why We Exist

Governments from all corners of the world have always pushed new taxes and new laws that seizes people's hard earned wealth to continuous spend it in very inefficient ways.

We believe every person has not only the right but the duty to seek legal ways to minimize taxes, protect their wealth, transfer it for future generations and challenge this status quo.

We partner up with our clients to think differently, to break the status quo, providing elegant and sophisticated solutions to a more and more complex world.

noticias

News

In this section we cover selected global news related to taxes, privacy, wealth transfer and investments. Our goal is to keep our clients informed on issues that impact them, their families, their businesses, and their wealth.

Articles

Impactos da Transparência Fiscal (portuguese)

Nesta newsletter falamos sobre os acordos internacionais de troca de informações fiscais.

Newsletter – Impactos da Transparência Fiscal
Informações sobre o FATCA (Foreign Account Tax Compliance Act), acordo multilateral da OCDE e o projeto BEPS (Base Erosion and Profit Shifting) e Regimes CFC (Controlled Foreign Corporations).

Especial – Suíça (portuguese)

A Suíça sempre foi um dos principais destinos para recursos offshore ao redor do mundo, em especial para os Brasileiros.

Newsletter – Transparência Fiscal Especial Suíça
Nos últimos tempos essa jurisdição passou a ser o maior alvo de diversas investigações e escândalos que colocou em xeque sua efetividade e até mesmo seu lugar no mundo como um centro financeiro offshore.

Acordos paraTroca de Informações Internacionais (portuguese)

Informações relevantes sobre como o Brasil está se posicionando sobre o padrão mundial de troca de informações fiscais.

Newsletter – Transparência Fiscal Informativo
O FATCA, o acordo multilateral da OCDE para troca de informações fiscais de forma automática. Acordo Bilateral com a Suíça. Informativo um pouco mais superficial a respeito desses assuntos.

Recent Posts

Here’s to the Crazy One’s (CRS OECD)

Borrowing from Apple (Think Different), this is a way to bring awareness to the changes that happen in the world. Quite frequently we deal with people that deny the reality that things change until it is already a fact. After it happens it’s impossible to deny it, but until then or during the transitional period […]

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Tax on offshore gifts?

A very interesting development is under way at the Supreme Court. As our clients and partners know we have always advocated about the opportunity of setting up an international estate planning with the benefit of not having to pay ITCMD tax on offshore gifts. That is possible because of a loophole in the regulation and […]

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Check out more global news
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Brazil Currency Drops As President Agrees To Replace Embattled Finance Minister https://t.co/61JlP5d1UU #economics #feedly
"Moving Toward A One World Government, A One World Economy And A One World Religion" #economics #feedly https://t.co/olxovkB4CE
Here’s to the Crazy One’s (CRS OECD) https://t.co/ku4JwyH9t5
Here’s to the Crazy Ones (CRS OCDE) https://t.co/0AtKIqr7Kn
"http://t.co/CSwuOTVhcw: Hong Kong Welcomes Withdrawal From EU Tax Blacklist" #tax #feedly http://t.co/SsU9QIsKD9
"The Mindless Stupidity Of Negative Interest Rates" #economics #feedly http://t.co/rF1x7vVTrv
"http://t.co/CSwuOUcSB6: Swiss Government Welcomes BEPS Recommendations" #tax #feedly http://t.co/3ALiOI8b2n
"http://t.co/CSwuOUcSB6: Colombia, Panama Extend Deadline For Tax Info Exchange Talks" #tax #feedly http://t.co/yvIHhGInjj
@opleo @Fmun1z É a discussão do que deveria ser feito e do que vai ser feito... duro é apostar no que deveria quando o histórico joga contra
"UBS Is About To Blow The Cover On A Massive Gold-Rigging Scandal" #economics #feedly http://t.co/QJuHXHmwII
"Meanwhile, Brazil's Currency Just Plunged To An All-Time Low..." #economics #feedly http://t.co/8l5IaL9P84
Anistia e a troca de informações http://t.co/KKxJYQ0QXS
EUA ataca novamente! http://t.co/vpn8D4K3g4 http://t.co/WNrMGEidyA
Leiam, mais claro impossível. Parabéns. O Ajuste Fiscal, o PT e o Orçamento. http://t.co/W1gOixpjN0 via @mansualmeida
"http://t.co/CSwuOTVhcw: Brazil May Tax Online Audio, Visual Content" #tax #feedly http://t.co/H7wMcGivhD
"Could the Fed Implement a "Carry" Tax on Physical Cash?" #economics #feedly http://t.co/0udAhF7Z4q
"http://t.co/CSwuOUcSB6: IRS Provides Guidance On Gifts From US Expatriates" #tax #feedly http://t.co/xUF4Ysk6MS
time

Our Team

We believe that a diversified selection of people can bring creative abilities, thoughts and ideas to the table.

Meet our team!

Dave Dorr

Dave Dorr

Managing Principal

David has 20 years of experience working at the crossroads of insurance and capital markets. He is considered an expert in cross border structuring and capital flows. David helps clients understand global trends and how to navigate them.

Brian Dorr

Brian Dorr

Managing Principal

Brian is considered a pioneer in offshore insurance and investment vehicle structuring. He was the co-founder of the first electronic trading platform for life insurance. Brian brings his unique experience to the table to solve clients most complex problems.

Fernando Muniz

Fernando Muniz

Managing Partner

Fernando has a unique knowledge in capital flows from being a fixed income macro trader and as a user of global structuring for his own family office. By being on both sides of the table he understands clients’ needs and knows exactly how to tackle them.

Fabian Graff

Fabian Graff

Board Advisor

Fabian has an extensive background in finance and commercial real estate. As a tri-lingual entrepreneur from Belgium Fabian is recognized as one of the most knowledgeable international real estate experts in Miami. Fabian also holds the CCIM designation.

Germán García

Germán García

Managing Partner, Colombia

Germán García represents Dorr Consulting throughout Colombia. Germán works with corporations to design captive insurance structures and with high net worth Colombian families to develop succession planning vehicles.

Kelly Arias

Kelly Arias

Managing Partner, Colombia

Kelly has over a decade of experience in the global insurance markets. A native Colombian born and raised in Cali she spends her time between Miami and Colombia. Kelly helps corporate and family clients better structure their investments and holdings.

Dave Dorr

Dave Dorr

Managing Principal

David has 20 years of experience working at the crossroads of insurance and capital markets. He is considered an expert in cross border structuring and capital flows. David helps clients understand global trends and how to navigate them.

Brian Dorr

Brian Dorr

Managing Principal

Brian is considered a pioneer in offshore insurance and investment vehicle structuring. He was the co-founder of the first electronic trading platform for life insurance. Brian brings his unique experience to the table to solve clients most complex problems.

Fernando Muniz

Fernando Muniz

Managing Partner

Fernando has a unique knowledge in capital flows from being a fixed income macro trader and as a user of global structuring for his own family office. By being on both sides of the table he understands clients’ needs and knows exactly how to tackle them.

Fabian Graff

Fabian Graff

Board Advisor

Fabian has an extensive background in finance and commercial real estate. As a tri-lingual entrepreneur from Belgium Fabian is recognized as one of the most knowledgeable international real estate experts in Miami. Fabian also holds the CCIM designation.

Germán García

Germán García

Managing Partner, Colombia

Germán García represents Dorr Consulting throughout Colombia. Germán works with corporations to design captive insurance structures and with high net worth Colombian families to develop succession planning vehicles.

Kelly Arias

Kelly Arias

Managing Partner, Colombia

Kelly has over a decade of experience in the global insurance markets. A native Colombian born and raised in Cali she spends her time between Miami and Colombia. Kelly helps corporate and family clients better structure their investments and holdings.

fatos

Key Global Facts

World is changing quickly and dramatically. Governments depreciate their currencies and looking for new ways to increase their income. No matter the environment we help clients protect and perpetuate their wealth..

93

OECD Signatories

36

 Countries raising taxes

12

 Bank Data Breaches

19

 Double Taxation Treaties

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Get Connected

If you'd like to stay in touch with us in real time please don't hesitate. We are waiting for you!

quotes
  • A wise man adapts himself to circumstances, as water shapes itself to the vessel that contains it.

    Chinese Proverb
  • Adaptability is not imitation. It means power of resistance and assimilation.

    Mahatma Gandhi
  • It is not the strongest or the most intelligent who will survive but those who can best manage change.

    Charles Darwin
  • Anticipate the difficult by managing the easy.

    Lao Tzu
  • Whenever you find yourself on the side of majority, It is time to pause and reflect.

    Mark Twain

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