PRACTICE AREAS

Our team works closely with your Family Office, asset managers and other professionals to ensure wealth-transfer plans are tax-efficient and aligned with your legacy objectives.

 

For Ultra-High-Net-Worth Individuals (UHNWI), managing significant wealth requires sophisticated planning and thoughtful execution. We deliver integrated tax strategies to reduce overall tax exposure across assets, investments, business operations, and trust management.

 

We provide specialized investment and portfolio accounting for private equity, hedge funds, and alternative assets, along with family office support, philanthropic planning, and multi-generational wealth strategies.

 

Our services include income recognition planning, cost segregation for real estate portfolios, and entity-structure optimization to protect assets while enhancing tax efficiency.

 

For clients with multiple residences or international presences, we independently or with other professionals handle diverse compliance matters to help them stay tax compliant while protecting their economic benefits.