Our Mission

Our mission is to provide our unique brand of truly independent strategic international tax and structuring advice to HNWIs, Family Offices, MNEs, and Investment Funds. We value intellectually stimulating projects and clients with whom we have mutual like, respect, and trust.

Our Services

International Tax Advisory

- Expat Tax Issues
- Establishing/Terminating U.S. Residency
- Taxation Foreign Income/Assets
- Tax Compliance
- U.S. Investment Abroad
- Foreign Investment in the U.S.
- Gift & Estate Tax Issues
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Wealth Structuring

- Family Offices
- Private Trust Companies
- Trusts & Foundations
- Holding Structures
- Multinational Business Structures
...
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Expatriation

- Pre-expatriation Planning
- Expatriation Assistance
- Post-expatriation Compliance & Planning
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Citizenship and Residency Planning

- Identify your citizenship and residency options
- Assist you in selecting the best options for you
- Update your wealth and/or corporate structures as needed
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Corporate Structuring

- Structure design
- Structure implementation
- Structure management
- Restructuring
- Mergers & Acquisitions
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Investment Funds

- Fund structure design
- Fund structure implementation
- Fund restructuring
- Fund management company structuring & setup
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Our Approach

Our approach is designed to ensure you get the best advice or structure for you. We understand that what’s best for you is not necessarily what’s best going strictly by the numbers. Your personality, lifestyle, preferences, risk tolerance, and non-business goals are just as, if not more, important.

Consultation

The first step

To effectively advise you, we need to understand you, your situation, and your goals and objectives. We also want to make sure we answer any questions you have and that we get along. This is what your consultation is intended to accomplish.

Latest Articles

Property Taxes
Family Offices

Do You Really Own Your Home?

There are some inherent problems with language – words can have multiple definitions – we sometimes use words for convenience when they might not strictly apply. The word “ownership” causes many people to have some false beliefs.

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A tax that originally targeted “the rich” will impact everybody that isn’t living under a bridge.
Family Offices

Be Careful What You Wish For

Popular phrases exist for a reason. The rise of socialism in America is undeniable. Some of their demands are downright frightening. Unfortunately, the comrades demanding the looting of the rich are lacking any foresight. They’re probably

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“Life’s too short to work on boring projects with people who suck.”

Jimmy Sexton, LL.M., Founder & CEO Tweet
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