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Services

Advisory for the family, the business and the move to the United States.

Five integrated practice areas, so that your family, your companies and your plans in the United States move forward in the same direction.

01

Family Business Governance

We help family businesses put in place the agreements and forums that keep family disagreements from becoming the reason a healthy company closes.

What the work includes

  • Governance diagnostic
  • Family constitution, family assembly and family council
  • Board of directors or advisory board
  • Leadership and ownership succession planning
  • Business terms for ownership agreements, drafted by partner attorneys
  • Next generation development and conflict prevention
See all governance services
02

Business Consulting

Practical advisory for owners and executives: how the company is organized, how it makes decisions and how it manages the commitments it signs.

What the work includes

  • Strategic planning and business model review
  • Processes, organizational structure and performance indicators
  • Market entry planning for the United States
  • Commercial analysis of contracts: executive summary, obligations, deadlines and financial impact
  • Contract management: calendar of obligations, renewals and penalties
  • Negotiation preparation and assessment of suppliers and partners
  • Legal review of contracts by partner attorneys, engaged directly by the client
03

Multinational Companies and International Structures

For groups that operate across borders, we align the controlling family, the parent company and the U.S. operation, and handle the path from incorporation to ongoing compliance.

What the work includes

  • Governance between the parent company, the U.S. subsidiary and the controlling family
  • Board and delegation of authority for U.S. entities
  • Structure options prepared together with partner attorneys and CPAs
  • Incorporation filings and registered agent coordination
  • Ongoing reporting and compliance calendar
  • Coordination with registered agents, U.S. attorneys and CPAs
04

U.S. Visas

We organize your record, your evidence and your documents, and work alongside partner immigration attorneys, who provide the legal assessment and the representation.

EB-2 NIW

National Interest Waiver

Employment-based green card for professionals with an advanced degree or exceptional ability whose work is shown to benefit the United States, without the need for a job offer.

EB-1A

Extraordinary Ability

Green card for individuals who have risen to the top of their field, supported by sustained national or international acclaim. A self-petition, no employer required.

B-1 / B-2

Business and Tourism

Visitor visas for business trips, tourism and family visits, with careful preparation of the DS-160 and the interview.

Visa situations

With partner attorneys

Refusals, stays about to end or problems in prior applications: we organize your history and documents and refer you to a partner immigration attorney, who advises and represents you.

What the work includes

  • Mapping of your professional record and achievements
  • Evidence gathering and portfolio organization
  • Professional or business plan
  • Logistics of recommendation letters
  • DS-160 preparation support and interview readiness
  • Coordination of certified translations
  • Legal assessment and filing by partner immigration attorneys
See visa services
05

Relocation and Documentation

The details decide whether a move feels chaotic or calm. We organize the documents and the practical steps so you can focus on the transition.

What the work includes

  • Certified translations for U.S. authorities
  • Consular and civil registry documents
  • Personalized relocation checklist
  • Guidance on first steps after arrival

An important note

Tobias Estate & Legacy Strategy is an advisory firm, not a law firm, and does not provide U.S. legal advice or representation before U.S. agencies or courts. Legal advice, legal documents and representation are provided by licensed U.S. attorneys, engaged directly by the client, and tax matters by licensed CPAs. Visa and green card decisions rest solely with U.S. authorities, and no outcome or processing time is guaranteed.

Not sure which service fits your situation?

Start with a consultation. We will listen first and recommend only what makes sense for you.

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