Individuals and wealthy families

Individuals or families with private wealth face some of the most complex tax issues, particularly when there are international issues.

When you are accumulating wealth, it’s not just how much you make but how much you keep that matters.  We offer a comprehensive range of tax services to help our clients increase after-tax returns on private wealth. Whatever the primary source of wealth—private companies, real estate, stock-based compensation or financial investments—we consider each component and develop integrated strategies to minimize the impact of taxes.  We can also advise on the use of trusts and other structures for holding international wealth, and the implications of holding wealth in different jurisdictions.

We fully appreciate that no two situations are alike.  Our tax partners have over 60 years’ combined experience advising international private clients and their advisors.  We have the depth and breadth of expertise necessary to help you whatever your situation.