ED Rogers

 

My claim to fame is that I believe that I am the only trust professional (TEP) who has held senior-level roles in 18 jurisdictions, which gives me a wealth of experience and knowledge that few can match. I was working in various offshore roles, from 1988, although my career became more trust-focused after I obtained the TEP qualification, in 1999, as my subsequent roles included serving as Head of Trust Services for two multi-office trust groups. I was often posted to exotic locations, during my trust business career, so I used to cheekily proclaim that “I get paid thousands to live in places where tourists pay thousands to visit!”. Nevertheless, in January 2014, I settled back in the Isle of Man (IOM), where I actually started my financial services career, and the IOM is not exotic but it’s a very safe place to live with low pollution and crime, plus low taxes, which is just fine for yours truly.

 

To utiIize the multi-jurisdiction experience, I practice as an international wealth planner (IWP) with a particular focus on tax-efficient structuring and deliver IWP services (including US wealth planning) as the CEO of the OCSL Group. OCSL also advises on the establishment of private funds and special-purpose corporate entities for trading and investment purposes. In addition, I deliver fiduciary consultant services to a number of organizations including drafting and reviewing trust and private foundation documents, as well as specializing in the administration of trusts, as most senior trust lawyers have never even administered one trust in their careers!!

 

Because of my fiduciary experience, I now also serve as the CEO of the Professional Protector Group, which delivers corporate professional protector services to fiduciary entities, as we believe that corporate protectors are much superior to individual protectors.

 

For OCSL Group's IWP clients, we offer a free inquiry service so you can feel "free" to contact us if you need specialist advice related to the establishment of offshore and onshore entities, for investment, trading, and asset protection purposes, including the establishment of small-cap and/or unregulated funds. We also deliver support services including tax, banking, compliance, and accounting services.

 

The OCSL Group delivers its tax-efficiency services through a network of business partners, and affiliates, who are located in almost every financial center, so we are well placed to meet all cross-border and wealth planning needs.