Private Wealth Planning
International families and family offices face growing complexity to understand the tax treatment of investments across the countries relevant to family members. We advise high-net-worth families and family offices concerning estate tax planning, the use of trust arrangements, multigenerational wealth transfer planning, income taxation, and gift taxation.
Allow us to advise you on a cross-border wealth planning solution tailored to your needs.
Our services include:
International Wealth Planning
For clients with international estate planning needs, we skillfully structure plans that minimize cross border tax implications while protecting assets. In these particular situations, we apply in-depth cross border experience with suitable planning vehicles to meet personal and business goals. We can help to ensure that wealth is transferred to subsequent generations in an efficient manner.
We also help families with international connections with their international estate planning. We ensure plans are effective across jurisdictions and reflect the intricate regulations concerning domicile, succession, generation-skipping transfer, and gift tax laws in the jurisdictions where assets will be transferred.
Our advanced planning helps our clients to accomplish their strategic goals.
Succession Planning for Family Businesses
We devise succession plans for closely-held businesses that concern uniquely applicable tax rules. We can advise upon the transfer of interests in a business to subsequent generations that will preserve your wealth.
Trust, Estate & Gift Tax Planning
We offer services to U.S. citizens, green card holders, and non-resident alien individuals to assist in the structuring of estates and trusts.
We advise families upon the sale of closely-held businesses and investing assets for estate and gift planning purposes, including the use of grantor trusts, GRATs, irrevocable life insurance trusts, charitable remainder trusts, sales to intentionally defective trusts and family limited partnerships.