
Case Study - (Rise and Grind)
Julia was a self-made entrepreneur from the ripe young age of 8, starting with a fruit stand in front of her home. Fast forward to today, she owns two businesses (one operating internationally) and two properties. Being a professional businesswoman is in her blood.
Simply Global CEO Marley Watkins discovered Julia, now a mother of two, living in New Jersey and serving as the CEO of a tech company and a staffing firm. With three entities under her belt, she was paying a great deal in fees. When Marley introduced her to the idea of cross-border wealth solutions, she was intrigued yet cautious.
Julia has spent her life growing, defending, and protecting her business and wealth. Her current strategy paled in comparison to the savings enjoyed by the super-wealthy. Now, her dreams of creating a legacy and generational wealth for her two girls meant it was time to level up.”
Going Global and the Benefits (? Nah... Maybe)
Going Global is a trigger word for many, bringing to mind John Grisham novels and celebrity experiences.
Although we want a strategy to maximize our advantages using corporate structuring and estate planning, we want none of the smoke and liabilities that come with seemingly too-good-to-be-true structuring. Though as with everything in life, information is power. So, let’s talk about ways global solutions can work to your benefit.
Going global does not have to mean evasion or manipulation. In fact, done right, exploring global options can be a compliant and potentially profitable business practice used by corporate giants like Apple Inc and Tesla. These big players have leveraged their multinational status to create strategies that help reduce burdens.
Breaking down Multinational Corporations
How MNCs Shape the World:
At SG, through global company formation, we make our clients multinational corporations (MNCs). MNCs can structure their business to take advantage of hybrid entities, financing arrangements, and other entities that optimize strategic corporate structuring initiatives.
Successful MNCs do this:
MNCs give advisors the flexibility to strategize in a way that matches their business activities, using local and global benefits.
This is what turns you into a global powerhouse. As an MNC, you can set up your businesses to maximize benefits with hybrid entities, smart financing, and other strategies to increase worldwide opportunities.

Julia Spreads her MNC wings:
Marley did a deep dive with Julia on all her ventures and interests, prioritizing her goals and values, and finally transformed her business into an MNC with 8 additional entities, including a global parent in one of the 13 favorable business locations in the world.
Julia operated in the Philippines and in America and formed a true international parent in the Lucky 13 locations. That was able to manage and run all entities. This international parent setup allowed her to gain tremendous profits and, in fact, record profits. Now, with multiple opportunities, Julia has restructured to have her headquarters in the most favorable of the regimes.
She was also able to invest in multiple joint ventures (JVs) and segregate personal assets from business liabilities
Trusts - what they are and global protection
What are trusts, and why should I use them?
Multinational corporations (MNCs) should think about using trusts because they provide a smart way to protect assets from legal challenges and creditors, especially when doing business in different countries. However, which trust you choose is hugely important. The trusts we use at SG are unique in their protections, which allow us to service our clients with peace of mind.
They're also handy for planning ahead—making sure wealth and ownership pass smoothly to the next generation. Plus, trusts can keep things efficient and minimize liabilities. Some trusts can offer privacy perks, keeping sensitive business details under wraps.
Basically, trusts boost MNCs with a solid strategy for managing risks, generational wealth, and staying financially secure worldwide.
How do global trusts protect my assets?
When you set up a global trust, you appoint a trustee to legally manage your assets as per the trust's rules. This arrangement ensures strong protection. Once your assets are in the trust, they're shielded.
In some instances, if there's a legal issue in your home country, a local judge may not be able to make a trustee in another jurisdiction hand over those assets. Plus, legal battles between different countries often pause because of the high costs, giving your assets even more security.
Whatever happened to Julia?
Her Happily Ever…
Julia's journey took her to Chesapeake Bay, where she now lives with her daughters on a beautiful third property.

Life threw some serious challenges at them, from the chaos of COVID-19 to a tough divorce and beyond. But Julia's smart planning paid off & her assets and businesses stayed rock solid through all the legal struggles. Now, she's passing on that savvy to her teenage girls, teaching them the ropes of building their own futures.
Her firms are thriving, and the neighborhood is filled with families whose businesses and assets she once aspired to. Julia even has time to enjoy tennis and take trips to the Caribbean with her close-knit crew. Peace of mind and generational wealth? They are no longer just goals for Julia—they're her.

Check out the free Simply Global calculator, which simulates the generally accepted impact of going multinational (based on public data from the Fortune 500).
Just enter your estimated income and watch the numbers fly! This shows how much your advisors could help you save as an MNC.
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