International & Cross-Border Tax · Private Client
A Tax Boutique Supporting U.S.-Connected Multinationals: Families and Businesses
Our Approach
A coordinated, cross-border practice
Successful planning must account for both U.S. and non-U.S. law. We work with our clients’ accountants, attorneys, wealth advisors, and trustees in every relevant jurisdiction, and we give the U.S. aspects special attention throughout. Where U.S. and foreign laws intersect, one coordinated effort produces comprehensive legal and tax advice.
We act where a U.S. connection meets a multinational dimension — foreign residency, foreign assets, or a family across jurisdictions.
Practice Areas
Coordinated planning across tax systems
Cross-Border Income Tax Planning
Understanding how tax laws in different countries affect individuals and businesses to ensure tax efficiencies, while taking into account any tax treaties or agreements between those countries.
Pre-Immigration Tax Planning
Understanding the U.S. tax system, identifying potential tax liabilities, and implementing strategies to minimize tax obligations before arrival.
Expatriation Tax Planning
Understanding and complying with tax laws related to expatriation, minimizing potential tax liabilities, and ensuring a smooth transition out of the U.S. tax system.
International Compliance Consulting
Understanding and complying with various reporting obligations to the IRS to comply with U.S. tax laws and regulations when living or investing outside of the U.S.
Cross-Border Estate & Gift Tax Planning
Understanding the tax laws of multiple countries, identifying potential tax liabilities related to gifts and inheritance, and implementing strategies to minimize tax obligations and ensure proper estate planning across different jurisdictions.
One coordinated effort
Each matter is handled in concert with the family’s existing U.S. and foreign advisors, so planning holds together across every jurisdiction involved.
A Trusted Network
Working alongside your advisors
Most engagements reach us through accountants, trust companies, private banks, lawyers, and family-office practitioners who need a U.S. perspective that fits the rest of a global plan. We complement that work — never displace it — coordinating with U.S. and foreign advisors so a single matter is handled consistently on both sides of the border.
Clients and Colleagues Across Jurisdictions
Recognition & Insights