Michael A Heimos
Mike co-founded the firm of Dean & Heimos LLC in 1995 immediately after graduating law school, and since has continued with the firms of Mullin Dean & Heimos LLP and now Michael A. Heimos PC. His concentration is in counseling non-US citizens anticipating US residency or immigration, and investing in US properties and enterprises, as well as vice versa relating to US citizens. Experience assisting these clients includes a variety of matters beyond crafting estate plans – such as counseling family offices on risk management techniques, interacting with financial institutions on full tax and regulatory compliance, establishing international charities, guiding entity-form and jurisdiction selection, and creating captive insurance programs and other techniques that augment business efficiencies.
He has authored commentary pieces including two major works for legal publisher BNA Tax Management, the Portfolios T.M. 837 2nd, Non-Citizens: Estate, Gift and Generation Skipping Taxation, and T.M. 806, Immigration and Expatriation Law for the Estate Planner. Other publications include chapters for compilations published by West Publishing and Chancellor Publishing, and of articles for Tax Management and the periodicals Asset Protection Journal, American in Britain and the American Bar Association’s Asset Protection Strategies.
It has also been his privilege to have impacted the law itself as several of his comments to IRS-proposed regulatory changes have shaped resulting rules. Mike is licensed to practice in the state of Colorado and in the US Tax Court and Federal District Court in Colorado. Current professional affiliations and memberships include the American Bar Association; the Colorado Bar Association; the BNA Tax Management Estates, Gifts and Trusts Advisory Board; and the Society of Trust and Estate Practitioners (STEP). He earned his law degree from the University of Denver, College of Law and undergraduate degree from Benedictine College. His website is www.mhuslex.com
Family Bhive
Amid the noise and clamor of what is today’s financial services industry, how do individuals make fact from fiction? Family Bhive is designed to do just that for the high net worth individual. Based in London Family Bhive was created by an attorney and splits users into three categories in terms of net worth.
- $5 million to $20 million
- $20 million to $100 million
- $100 million or more
Membership is free for users and they are provided with access to pre-screened products and services, and advice ranging from legal views to product placement.
All users are subject to net worth verification and pre-screening. The St James Group clients’ are accepted on our verification of net worth.
For more information, go to www.familybhive.com or contact us at The St. James Group.
The Towner Management Group
The Towner Management Group, TMG, is a sister company under the same umbrella, Second Street Holdings, as The St James Group. TMG has provided management services for International Business Companies (IBC) and Captive Insurance companies for the last 16 years and is approved to manage insurance companies in Anguilla, Arizona, Barbados, New York, South Carolina and Vermont. They are the largest management service provider to the International Business sector in Barbados and uniquely positioned to act as on-going managers for solutions provided by the St James Group. For more information, please contact us at the St James Group or visit the TMG website at www.townermanagement.com.
