E&G Financial Group

What E&G Financial Group does

E&G Financial Group LLC is a privately held boutique advisory firm headquartered in Orlando, Florida, specializing in cross-border tax planning, asset structuring, and compliance between the United States and Brazil. The firm was founded in 2018 and operates 11-50 employees across five offices (Orlando HQ, Miami, New York, São Paulo, and Santo André), supporting clients across all 50 U.S. states and 20+ international jurisdictions including the British Virgin Islands, Nevis, the Bahamas, Cayman Islands, UAE, Panama, Singapore, and Switzerland. Its service catalog spans international estate and succession planning, U.S. and offshore company formation (LLCs, C-Corp, S-Corp, trusts), international tax planning, accounting and tax preparation (FBAR, FIRPTA, 1040, 1040-NR, IRS forms, Brazilian reporting), AML and KYC compliance, FinCEN BOI reporting under the Corporate Transparency Act, financial-statement preparation under Brazilian Law 14.754/2023, sworn translation, and global-mobility/tax-residency advisory. A proprietary mobile application for iOS and Android enables clients to manage documents, open support tickets, and track requests.

The business model is a professional-services advisory with a sales-led go-to-market — clients are predominantly acquired through referrals from law firms, investment banks, and financial institutions, then serviced end-to-end through partners and consultants across offices. Revenue is generated via ongoing advisory retainers (international tax planning, cross-border compliance, estate planning) and one-time fees for entity formation across jurisdictions, with fees structured as quotes that vary by complexity, jurisdiction, and scope rather than published rate cards. The multidisciplinary team covers investment management, international tax law, corporate law, and accounting, enabling an integrated offering rather than siloed services, and the firm explicitly leverages technology (mobile app, document management, client portal) as a scale lever.

Customer segments are led by high-net-worth individuals with international investments, supplemented by international investors, athletes and artists (a dedicated service line), family offices, law firms and independent investment advisors referring or co-serving clients, and internationally mobile individuals and families. No external institutional investors, no parent company, and no disclosed funding rounds are associated with the firm, which is independently operated by its founding leadership team led by Managing Partner Vinicius Evangelista.

Name

E&G Financial Group

Legal name

E&G Financial Group LLC

Website

https://egfinancialgroup.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

E&G Financial Group LLC is a privately held boutique advisory firm (founded 2018, Orlando HQ) providing cross-border tax planning, U.S./offshore company formation, estate structuring, and compliance services for high-net-worth individuals and international investors across the U.S. and Brazil, with five offices and reach into 20+ jurisdictions.

Ownership category

akta.pro rank

Product category

International Tax & Wealth Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYFSAEAGAE

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHABAF

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAAAGAI

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

Keywords

• International tax planning
• Cross-border compliance
• Offshore company formation
• Estate planning services
• Wealth structuring advisory

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory and Consulting Services: Revenue generated from providing specialized advisory in international tax planning, cross-border compliance, estate planning, and asset structuring services. These are ongoing professional services engagements with recurring revenue potential through maintenance and compliance retainers.
2. Company Formation Services: One-time fees for forming LLCs, Corporations, and offshore entities across US states and 20+ international jurisdictions. Services include remote incorporation, administrative processing, and ongoing company maintenance.
3. Accounting and Tax Preparation: Ongoing revenue from preparing financial statements, tax returns (FBAR, FIRPTA, 1040, 1040-NR), IRS forms, and compliance documentation for clients in both US and Brazilian jurisdictions.
4. Financial Reporting Services: Preparation of financial statements for offshore companies in compliance with Brazilian accounting standards (BR GAAP) as mandated by Law 14.754/2023, including Balance Sheet, Profit & Loss Statement, Cash Flow Statement, and DCBE Support Reports.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

E&G Financial Group is a boutique international accounting and advisory firm delivering cross-border tax planning, company formation, estate planning, and compliance services to clients with US and Brazilian interests. The firm forms LLCs, C-Corps, and S-Corps across all 50 US states and offshore entities in 20+ jurisdictions, and supports clients with FBAR/FIRPTA filings, IRS forms, Brazilian GAAP financial statements, international bank account opening, and global mobility advisory. A proprietary iOS/Android app provides clients with document management and support ticketing.

Product overview

E&G Financial Group LLC is a boutique advisory firm providing international accounting and tax services with offices in the United States and Brazil. The firm operates across more than 20 jurisdictions and offers an integrated suite of services including International Estate Planning, U.S. Company Formation (LLCs and C-Corp/S-Corp), International Tax Planning, and Offshore Company Formation. Supporting these core advisory services, the firm provides US Tax Preparation & International Accounting, International Bank Account Opening Advisory, Global Mobility & International Tax Residency, Sworn Translation Services, and Financial Statements for Offshore Companies. The firm also offers a proprietary mobile application for iOS and Android enabling clients to manage documents, support tickets, and request tracking. Additional compliance services include AML & Compliance policy implementation and US Entity Transparency & FinCEN Reporting under the Corporate Transparency Act.

Differentiator

Problem solved

Functional benefit

Products and services

• International Estate Planning Advisory service helping clients understand their assets and associated risks, developing tailored strategies to optimize personal and business wealth through ownership structures such as trusts or corporate entities, including implementation of testamentary documents and review of existing arrangements across jurisdictions.
• U.S. Company Formation Remote formation of Limited Liability Companies (LLCs) and Corporations (C-Corp or S-Corp) in the United States through a streamlined process, with E&G managing all procedural and administrative steps on behalf of the client across all 50 states.
• International Tax Planning Strategic cross-border tax advisory offering guidance on international tax planning, compliance, and structuring for individuals and businesses, with a focus on U.S. and Brazilian regulations.
• Offshore Company Formation Setting up and managing corporate entities and private trusts across a wide range of international jurisdictions, including British Virgin Islands, Nevis, The Bahamas, Cayman Islands, United Arab Emirates, Panama, Singapore, Switzerland, and other financial centers.
• US Tax Preparation & International Accounting Comprehensive tax and corporate services including FBAR and FIRPTA filings, individual and corporate tax returns for US and Brazil, IRS Forms 1099 and W-8BEN, company domestication, annual reports, and EIN/ITIN applications.
• International Bank Account Opening Advisory Advisory on opening international bank accounts through relationships with leading global financial institutions, facilitating remote submission of required documentation.
• Global Mobility & International Tax Residency Advisory for clients establishing tax residency abroad while preserving compliance, protecting wealth, and coordinating long-term personal and financial objectives across multiple jurisdictions.
• Sworn Translation Services Professional sworn translation services performed by professionals registered with the Brazilian Board of Trade (Junta Comercial), ensuring legal validity of translated documents in Brazil.
• Financial Statements for Offshore Companies Preparation of financial statements for foreign companies in accordance with Brazilian accounting standards (BR GAAP) as mandated by Law 14.754/2023, including Balance Sheet, P&L, Cash Flow Statement, and DCBE Support Report.
• AML & Compliance Services Anti-Money Laundering and Counter-Terrorism Financing policy implementation including Know Your Client (KYC) procedures, ongoing monitoring, record keeping, and reporting obligations.
• US Entity Transparency & FinCEN Reporting Corporate Transparency Act compliance services including beneficial ownership information (BOI) reporting to FinCEN, with guidance on reporting requirements, deadlines, and penalties.
• E&G Financial Group Mobile App Proprietary mobile application for iOS and Android enabling clients to manage offshore company documents, tax and accounting documents, open support tickets, and track requests quickly and securely.

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: BDO USA operates a large Private Wealth and International Tax practice that competes for cross-border structuring, entity formation, and family office engagements. As a global incumbent, BDO offers broader jurisdictional coverage than E&G but with less boutique personalization.
• Crowe LLP: Crowe is a major U.S. accounting and advisory firm with a Private Client Services group and international tax capabilities serving HNW individuals and families with cross-border holdings. Crowe's scale and global network position it as an incumbent alternative to E&G for similar mandates.
• Marcum LLP: Marcum is a top-15 U.S. accounting and advisory firm with a sizable Private Client Services and International Tax practice that competes for HNW and family office mandates similar to those served by E&G. Marcum offers broader scale and one-stop capabilities across audit, tax, and advisory.
• Baker Tilly US: Baker Tilly is a top-10 U.S. advisory firm with international tax, private client, and global mobility services that overlap with E&G's offering for HNW individuals and internationally mobile families. Comparable cross-border advisory capability but at substantially larger scale.

Direct peers

• Withersworldwide: Withers is an international law and advisory firm focused on private clients, family offices, and cross-border estate and tax planning with offices in major financial centers. Its private client and international tax practice directly parallels E&G's HNW estate, trust, and international structuring offerings.
• Andersen (formerly Andersen Tax): Andersen is a global tax and advisory firm built around cross-border tax planning, wealth structuring, and international entity formation across dozens of jurisdictions. E&G operates a similar boutique international tax and structuring model but at significantly smaller scale and with a US-Brazil focus versus Andersen's broader geographic footprint.
• Berkowitz Pollack Brant Advisors + CPAs: Berkowitz Pollack Brant is a Miami-based advisory and CPA firm focused on HNW individuals, families, and closely held businesses with significant international tax and cross-border planning services. Its geographic and service overlap with E&G's Miami and Brazil-linked practice makes it a close regional peer.
• Citrin Cooperman: Citrin Cooperman is a U.S. advisory and accounting firm with a dedicated international tax and private client practice serving HNW individuals and families with cross-border needs. Its service mix — international tax planning, entity formation, and wealth structuring — overlaps materially with E&G's.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/egfinancialgroup
• Instagraminstagram.com/egfinancialgroup
• Facebookfacebook.com/egfinancialgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about E&G Financial Group