The infrastructure behind leading offshore operations.
Integrated platform for wealth structuring and management for professionals serving families with global assets. From incorporation to ongoing management, across multiple jurisdictions.
Partner profile
Professionals serving clients with international wealth or seeking to add offshore structuring to their service portfolio.
Law Firms
- •Offshore structures as natural extension of legal services
- •White-label portal integrated with firm branding
- •Complete service hub: banking, compliance, accounting
Multi-Family Offices
- •From structuring to ongoing management in one platform
- •Banking, compliance, and accounting integrated
- •Scalability without internal operations growth
Corporate Service Providers
- •Complete digital infrastructure
- •Multi-jurisdiction in unified interface
- •Service hub as competitive differentiator
From fragmented coordination to integrated platform
Consolidation of multiple providers into a single Digital Corporate Services and Financial Hub infrastructure.
- Registered agent with specific provider
- Accounting at separate firm
- Banking with independent institution
- Compliance distributed across vendors
- Manual coordination by the firm
- Four levels of patrimonial structures
- Complete financial services hub
- Centralized and automated compliance
- Customized white-label portal
- Exclusive focus on client relationships
Patrimonial structures and service hub integrated
Noviuz OS Patrimonial integrates structure formation, financial services, accounting, and compliance in a single platform. Available to partners through a customized white-label portal.
White-Label Portal
Customized interface with partner branding. Clients access exclusively through the firm's portal. The relationship remains entirely with the partner.
Patrimonial Structures
Four structure levels for different complexity profiles: Series DAO, Account Token, ISA/ISAC, and Digital Offshore.
Service Hub
Banking, FX, accounting, filings, compliance, and corporate secretary. Modular services that integrate with any structure.
Service Hub
Modular services that integrate with patrimonial structures. Centralized access through the white-label portal.
Patrimonial Structures
Series DAO, Account Token, ISA/ISAC, Digital Offshore. From US LLC to complete multi-jurisdictional structure.
Banking & Payments
USD/EUR accounts, multi-currency FX, stablecoin bridge, POS DePIX, corporate cards. Banking services integrated with the structure.
Accounting & Fiscal
Monthly accounting, tax filings, Form 5472, Annual Reports, Sales Tax, Payroll. Continuous tax compliance.
Company Services
Registered Agent, BOI/UBO, Corporate Secretary, corporate amendments, Good Standing, apostilles and notarization.
Compliance & Risk
Continuous AML/KYC, Compliance Officer as a Service, Economic Substance, GDPR/CCPA, periodic reviews.
Partnership process
Structured methodology for implementing offshore structuring operations with institutional infrastructure.
Implementation
White-label portal configuration, partner branding customization, team training, and product catalog definition.
Operations
Partner conducts commercial relationships. Clients complete onboarding through the portal. Structures incorporated automatically. Hub services activated as needed.
Ongoing Management
Structures operating, services active, compliance maintained. Partner maintains relationships. Noviuz operates the infrastructure.
Why firms choose Noviuz
Institutional infrastructure for professionals serving international wealth. Portfolio expansion without building proprietary operations.
Portfolio Expansion
Relationship Preservation
Outsourced Infrastructure
Operational Scalability
Vault — Segregated Custody
Consent — Explicit Authorization
Proofs — Public Proofs
Bridge — Interoperability
Application cases
Scenarios where partners use the Noviuz platform to serve their clients' needs.
Estate Tax Planning
- Structures that eliminate up to 40% estate tax exposure
- Account Token with automated claim structure
- Significant demand among Brazilians with US assets
Multi-jurisdiction
- One client, multiple coordinated structures
- Wyoming, Delaware, Bahamas in unified platform
- Centralized management through white-label portal
Succession Planning
- Structures with programmable governance
- Organized succession with complete auditability
- Competitive differentiator for wealth planning practices
Evaluate partnership with Noviuz
Schedule a meeting to assess how the platform can integrate with your operation.