CaribTax Private Client Book a Position Review
CaribTax / Private Client

For situations where the standard filing does not answer the question.

CaribTax Private Client advises individuals, entrepreneurs and investors whose personal affairs, business interests and Sint Maarten obligations intersect in ways a compliance service is not built to resolve.

Why this practice
01

Both sides of the table

Marco Aalbers spent more than a decade inside the Sint Maarten tax inspectorate before advising from the outside. Advice here is built on how a rule is actually applied and challenged, not only on how it reads.

02

Published, not only practised

Author of the first comprehensive English language edition of Sint Maarten tax legislation, co-author of Capita Selecta: Caribisch Fiscaal Recht, contributor to Vakstudie Belastingrecht, and lecturer at the University of CuraƧao.

03

A defined process, agreed in advance

Every engagement opens with a Position Review at a fixed fee agreed in writing before any work begins. No open ended discovery, and no invoice that arrives as a surprise.

Practice areas

Eleven areas, one standard of engagement.

Advisory & Structuring

Designing structures that hold up, and repairing the ones that no longer fit the business they were built for.

View practice area

International & Cross-Border

Residency, holding and financing structures, and the gaps that open between two jurisdictions that were never designed to fit together.

View practice area

Wealth & Asset Structuring

Organising private and corporate assets for control and durability, with an honest test of whether a foundation actually fits.

View practice area

Private Fund Foundation

Establishment, governance and cross-border treatment of the PFF, including the substance it needs to be respected.

View practice area

Relocation & Residency

Pre-arrival and pre-departure planning, where almost all of the available value sits before the move rather than after it.

View practice area

Tax Holidays & Incentives

Eligibility for the tax holiday regime, and the condition monitoring that most projects underestimate.

View practice area

Real Estate & Development

Entity positioning at acquisition, modelled against the exit, across the full development lifecycle.

View practice area

Digital Assets

Characterisation, holding structures and cross-border treatment, settled before a liquidity event rather than after it.

View practice area

Estate & Succession

Transferring wealth across generations and across legal systems that do not agree with one another.

View practice area

Tax Due Diligence

Tax risk in acquisitions and restructurings, translated into a price adjustment, a warranty or a condition.

View practice area

Audits & Disputes

Audits, assessments and formal objections, with strategy set from the first letter rather than the first hearing.

View practice area
How an engagement runs

Three stages, and you can stop after the first.

Stage 01

Position Review

A full review of your current fiscal position: entities, shareholdings, residency status, filing history and exposure. Fixed fee, agreed in writing before work begins.

Deliverable. A written memorandum with risks and opportunities ranked, and a recommended path.
Stage 02

Structuring

Design and implementation of what the review recommends, scoped and quoted from the review rather than estimated in advance of knowing the facts.

Deliverable. The structure itself, the filings it triggers, and a written record of why each decision was made.
Stage 03

Stewardship

Annual monitoring of the position against changes in the law and changes in your circumstances, so that drift is caught as it happens rather than at the next review.

Deliverable. An annual position statement and proactive notice when a change affects you.

Read the full advisory process →

Which service fits

Not every matter needs this practice. If you need an annual declaration filed, payroll run, or an entity kept in good standing, those are handled well and at a lower cost by the CaribTax compliance services.

Private Client is for decisions that are difficult to unwind, positions that must remain defensible over years, and matters where more than one jurisdiction has a claim. Compare the compliance services →

Not sure which side of that line you are on? Our free one minute check asks six questions and tells you plainly. No email required, and nothing you enter is sent to us.

Common questions
How is Private Client different from CaribTax's other services?
The compliance services handle recurring obligations: annual filings, payroll, entity maintenance. Private Client handles the questions those filings cannot answer, where a decision is difficult to unwind or a position needs to be defensible years later. Many clients use both.
Is there a minimum engagement size?
There is no stated minimum. The relevant trigger is complexity rather than quantum. A modest position spread across three jurisdictions can require more attention than a larger one held in a single place.
What does a Position Review produce?
A written memorandum setting out your current position as it actually is, the risks ranked, the opportunities ranked, and a recommended path with the reasoning stated. It is a deliverable, not a sales meeting.
Do you take on matters against a deadline?
Yes, and matters with a running objection or filing deadline are treated as urgent from first contact. Tell us the date in your first message.
Will I deal with Marco directly?
Private Client matters are handled with direct involvement from counsel. Routine compliance work arising from an engagement may be executed by the wider CaribTax team, and we will tell you which is which.
Can you give a second opinion on advice I already have?
Yes. Second opinions are a common form of engagement and carry no obligation to move the underlying work to us.

Start with a Position Review.

A fixed fee review of where you actually stand, delivered in writing. If the conclusion is that your current position is sound, that is what it will say.

Book a Position Review