Area of Focus
- Withholding Tax Recovery
- Outsourcing
- Depositary
- Transfer Agent and CSD Services
- Cross Border Tax Treaty Research
- ESP
- eTaxData
- eCerts
- Tax Relief at Source
- Asset Servicing
- Double Taxation Treaties
Overview
GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns. Over the past three decades, the firm has become the world’s leading provider of withholding tax recovery solutions to meet the needs of every participant in the global custody chain.
For investors seeking to recover taxes through relief at source, quick refund, and post-payable reclaim processes, GlobeTax provides a comprehensive outsourced recovery solution. In this capacity, we procure all documentation, monitor cross-border income, manage elections, file reclaim applications, and perform follow up, ensuring that all entitlements are returned to client accounts. GlobeTax services financial institutions such as banks and brokers, as well as investors such as hedge funds, asset managers, pensions, endowments, family offices, and high net worth individuals, among others.
Team
Len Lipton
Managing Director
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