360° Service Approach
Our comprehensive approach addresses the full spectrum of international tax challenges, from individual compliance to complex corporate restructurings. We serve as your integrated tax partner, coordinating across jurisdictions and working seamlessly with your other professional advisors.
Private Wealth Planning
Estate and trust planning for international families with U.S. persons
Cross-Border Solutions
Multi-jurisdictional tax planning and treaty optimization
Individual Tax Services
U.S. tax compliance, audit representation, and expatriation planning
Corporate Advisory
Business restructuring, M&A tax planning and international compliance
Family Office Services
An Integrated Solution to Tax, Accounting, and Wealth Planning
We take a fiduciary approach to serving families at TTA. Our team of tax, legal and accounting professionals can act as a team on behalf of families seeking a cohesive approach to managing the day-to-day activities of family-owned companies and liaising with advisors including trustees, bankers, asset managers and tax advisors across jurisdictions.
Located in the heart of Europe, our Swiss-based team can represent your family's interests. Our Family Office platform allows us to lead the day-to-day facilitation of achieving effective solutions for families. We follow an inclusive philosophy towards collaborating closely with key advisors and stakeholders across disciplines.
We cover cross-border topics including wealth transfers, transaction planning for companies, purchases and sales of real estate, planning for redomestication, and succession planning for family-owned businesses.
Overview of Family Office Services
Investment Oversight & Coordination
Partnering with asset managers to ensure portfolios are structured for US tax efficiency while maintaining global compliance across all relevant jurisdictions.
Entity Structuring
Designing sophisticated tax-efficient holding structures for family-owned businesses, investment portfolios, and trust arrangements across multiple jurisdictions.
Trust & Estate Advisory
Comprehensive guidance on US estate and gift tax planning, trust classification issues, and complex cross-border wealth transfer strategies.
US Tax Compliance
Managing complex US filings including individual, trust, and entity returns, along with specialized reporting requirements such as FATCA and FBAR.
Family Governance Support
Advising on tax aspects of family succession plans, governance frameworks, and next-generation wealth education programs.
Swiss & European Tax
Swiss tax return preparation and coordination with local advisors across Europe for seamless multi-jurisdictional compliance.
Legal Support
Drafting contracts, trust documents, and legal agreements in collaboration with leading international law firms.
Accounting & Reporting
Comprehensive bookkeeping, financial statement preparation, and VAT compliance services to support your operations.