When it comes to planning, every client is unique, and we recognize this by tailoring the planning process to meet your specific objectives. Our planning process is customized to meet our clients’ specific objectives, regardless of their net worth or company size.

One of the challenges of cross-border planning is navigating through complex laws and treaties, which can be overwhelming for many clients. To better serve those seeking assistance, we have established relationships with practitioners worldwide. These relationships allow us to tap into a global network of experts and resources to help clients navigate the intricacies of cross-border planning. Additionally, we participate in international conferences and organizations, often presenting and publishing on relevant topics, which helps to stay current with the latest trends and developments in the field.

Whether you or your firm require assistance with a single project or are looking for an ongoing advisory relationship, our firm can assist you with your cross-border income, estate and gift tax planning, pre-immigration and expatriation matters, or U.S. compliance matters.

Cross-border planning can be complicated, but it can also be made smoother when working together with experienced practitioners.

Managing Member