A Tax Boutique Supporting U.S. Connected Multinational Families and Their Businesses

To provide successful planning, together with our network of support specialists, our services take into account both U.S. and non-U.S. aspects and involve collaboration with accountants, attorneys, wealth advisors, and trustees from both U.S. and foreign jurisdictions. The U.S. connected aspect is given special attention throughout this process. Recognizing the intersection and nuances between U.S. and foreign laws, a coordinated effort is required to provide comprehensive legal and tax advice.

Cambridge Forum for Int’l Wealth Advisors, 2nd Gen
Cascais, Portugal

Severiano Ortiz participates in a wonderful gathering of practitioners hosted by the annual Cambridge Forum for International Wealth Advisors, 2nd Generation, Rome, Italy. May 15-17, 2024.

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