The Firm

About

A boutique built around one idea — the U.S. connection within a multinational life. We advise families and businesses whose tax picture crosses borders, working in concert with their advisors on every side.

Who We Are

A tax boutique for the U.S.-connected multinational

Every client is unique. We tailor the planning process to each family’s and each business’s specific objectives.

Although we are a boutique, we serve a sophisticated clientele built through prior firm relationships and more than a decade of work with foreign and domestic attorneys, bankers, trustees, and accountants. Few firms work solely with multinational families and businesses that have a U.S. connection. We do.

How We Practice

Coordinated across jurisdictions

All of our attorneys are U.S.-licensed, and we practice U.S. law only. We coordinate that work with practitioners around the world, wherever our clients live, hold nationalities, or own assets. Our clients are mostly international high-net-worth and ultra-high-net-worth families and their respective businesses. Our practice areas concentrate on cross-border income, gift, and estate tax planning; pre-immigration tax planning; expatriation tax planning; and U.S. tax compliance, with particular depth in foreign trusts, real estate and FIRPTA, and beneficial ownership reporting.

Who We Serve

Where a U.S. connection meets a multinational dimension

We represent foreign private equity funds targeting U.S. investors (and the U.S. persons investing in foreign funds); U.S. private equity funds targeting foreign investors (and the foreign persons investing in U.S. funds); foreign persons expanding their business interests or investments into the U.S.; foreign persons moving into the U.S.; U.S. persons expanding their interests or investments outside the U.S.; and U.S. persons moving outside the U.S. We also structure our clients’ estates and holdings in tax-efficient ways, including modifying or drafting related estate plans and restructuring entities or ownership.

We generally do not represent clients who are exclusively U.S. persons, or U.S. businesses with only U.S. assets or structures. Each of our clients has some cross-border component with a U.S. connection.

We have developed our specializations to support multinational families and businesses in their cross-border income, gift, estate, and trust planning.

Our clients have included members of foreign governments and royal families; investment bankers; fund managers; foreign and domestic private equity funds; real estate developers; international hoteliers and insurance companies; renowned designers and athletes; trust companies; family offices; entrepreneurs; and wealthy families and other professionals.

A Global Network

Working alongside your advisors

Cross-border planning involves dense laws and treaties. We have built relationships with practitioners worldwide, so our clients draw on a global network of experts through a single point of contact. Often we act as a form of general counsel: clients rely on our referrals, or have us retain the relevant foreign attorneys and advisors on their behalf.

We also participate in international conferences and organizations, frequently presenting and publishing on relevant topics, which helps us 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 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 is made smoother when experienced practitioners work together.

Recognition