The distance is not the problem. The paperwork is.
Investing in United States real estate does not require you to live here. It requires a structure built for someone who does not: one that survives two tax authorities, a bank that has never heard of you, and a currency you do not earn in. That is the part we do.
Four frictions, and none of them are about the building.
How you hold the asset decides what you pay and what your heirs inherit. An individual, an LLC, a trust and a foreign corporation are four different answers, and the wrong one is expensive to undo.
The United States withholds tax on payments to foreign owners and on their sale of United States property. It is manageable and predictable, and nobody explains it before the first distribution arrives smaller than expected.
Moving capital in is rarely the hard part. Proving where it came from, to a compliance officer who has never worked in your country, usually is.
A foreign individual holding United States assets directly can face United States estate tax with an exemption a fraction of the domestic one. Most families discover this at the worst possible moment.
We do not give tax advice. We build the structure around the one you already have.
Your counsel and accountants know your family. We know how a United States real estate position needs to be held for someone in your situation, and we work to their instructions. If you do not have that advice yet, we will tell you plainly that you need it before capital moves.
We map how the position would be held, what it means for withholding and estate exposure, and what your own advisers need to sign off. In writing, before there is anything to sign.
Entity formation where it is needed, the banking path, the source-of-funds file assembled once and properly rather than five times badly.
A United States tax package prepared by a third-party CPA, statements you can hand to your own accountant, and reporting that assumes the reader is not in this timezone.
Some of this has to be yours.
We are not your tax adviser. We do not open bank accounts for you, sign for you, or take custody of your capital outside a specific investment. When something falls outside what we do, saying so early is worth more to you than being accommodating.
We would rather answer their questions than yours. Forty minutes, in English or Spanish.
Nothing on this page is tax, legal or investment advice, and it does not account for your particular circumstances. Infinity⁹ is the commercial name of Infinity Investment Group, the holding company for its affiliates, including Infinity Capital Asset Management, LLC (FINRA CRD 330526). All investment involves risk, including possible loss of capital.
