Tax Advisory Services for High-Net-Worth Individuals and Family Offices

Family offices and high-net-worth individuals often invest through multi-layered entity structures. We help ensure these vehicles are tax-efficient and aligned with long-term objectives.

• Investment Fund Structuring: Help structure the creation of investment funds that optimize tax efficiency and support intended economics and align tax allocations, distributions, and ownership rules with strategic goals.
  
  
• Other Investment Acquisition Structures: Advise on direct investments, Special Purpose Vehicles (SPVs), and preferred structures for holding operating businesses or real estate.

With clear structuring, you reduce surprises, optimize tax results, and stay prepared for liquidity events or transitions.

Global mobility and international investments introduce residency, sourcing, and reporting issues that many advisors overlook. We help families and executives plan cross-border moves, manage foreign obligations, and stay compliant across jurisdictions.

• Residency and Treaty Analysis: Advise on domicile, tax residency, and treaty application for globally active clients.
  
  
• Foreign Reporting Support: Ensure timely filing of Forms 3520, 3520-A, 5471, 8865, FBAR, FATCA, and related disclosures.
  
  
• Globally Mobile Executive Support: Provide tax planning for executives working across borders, including income sourcing, equity compensation, and permanent establishment and other taxable presence risk.
  
  
• Multistate Residency and Sourcing: Analyze overlapping state residency claims and income sourcing issues; plan for credits and optimize state-level tax treatment.

We bring clarity and compliance to global families managing wealth across borders.

We help clients with complex income profiles take a proactive, tax-smart approach to annual filing. Whether you’re dealing with passthrough income or digital assets, our focus is on accuracy, efficiency, and opportunity.

• High-Income Tax Return Strategy: Plan for nuanced opportunities than can result in tax savings.
  
  
• Digital Asset Income Reporting: Navigate tax treatment for crypto, token-based compensation, and other digital assets.
  
  
• Tax Attribute & Deduction Planning: Maximize the use of passive activity losses, charitable contributions, and other tax attributes to reduce overall tax liability.
  
  
• Ongoing Planning: Provide quarterly and annual guidance to stay ahead of evolving income streams and compliance deadlines.

We partner with clients to streamline their tax profile and reduce tax liability.

Audits and disputes can be disruptive. We provide the expertise and discretion needed to resolve them efficiently.

• Pre-Audit Risk Reviews: Identify areas of exposure and prepare documentation before an inquiry begins.
  
  
• Representation in Audits & Appeals: Act as the primary point of contact with tax authorities and manage exam and appeals strategy.
  
  
• Resolution and Penalty Relief: Assist with penalty abatement and other waivers, amended filings, and settlement negotiations.

Our role is to protect your financial position while minimizing stress, disruption, and reputational risk.