OCSL is registered in the Bahamas, as an International Business Corporation. OCSL was formed to deliver independent wealth planning advice to any high net-worth individual (“HNWI”), who is using fiduciary services, for tax planning or other purposes, as there are few firms, even today, that can offer effective wealth management & investment advice without conflict of interest.
Since inception OCSL has provided wealth planning advice to affluent individuals as to how they should hold and structure their assets and investments. OCSL also provides specialist advisory services to Fiduciaries including Trust Companies, Corporate Service Providers, Family Offices, Asset Managers, Law Firms, Private Bankers, Financial Advisers and Tax Specialists.
Miami is a major center, and a leader in finance, commerce, culture, media, entertainment, the arts, and international trade. In 2010. In 2008, Forbes magazine ranked Miami “America’s Cleanest City”, for its year-round good air quality, vast green spaces, clean drinking water, clean streets, and citywide recycling programs.
Downtown Miami is home to the largest concentration of international banks in the United States, and many large national and international companies. The Civic Center is a major center for hospitals, research institutes, medical centers, and biotechnology industries. Metropolitan Miami is also a major tourism hub in the southeastern U.S. for international visitors, ranking number two in the country after New York City.
For a major portion of that 30-year career, Ed worked for large multi-office Trust Groups, such as the Trident Trust Group, the Intertrust Group, and the Amicorp Group, as well as a few smaller Groups. Ed has served as the senior managing director of branch offices and trustee companies in the Caribbean, Europe, Asia, Australasia and the Middle East. He was also Head of Trust Services for both the Amicorp Group and the T&F Tax and Finance Group. In recent times, Ed has expanded the services that OCSL offers and has also formed a subsidiary a company called US Trust Advisory Services LLC, which delivers legal and tax advice to US trusts and US corporate entities. As OCSL’s founder, Ed Rogers, has unmatchable multi-jurisdiction expertise. In fact, he believes that he is the only trust practitioner, in the whole world, who has held senior-level positions in 16 jurisdictions to date.