Private Client

Managing personal and family affairs today involves far more than routine tax filings. Complex trust and estate considerations, cross‑border mobility, and evolving compliance requirements demand coordinated legal and accounting strategies delivered with discretion and care.

Our Private Client Services provide concierge‑level support with a focus on privacy and precision. We assist with trust and estate planning, U.S. and international tax compliance, and the design of structures that protect assets and support long‑term family objectives.

For globally mobile families, we address the challenges of residency, reporting, and multi‑jurisdictional tax rules, ensuring seamless compliance while preserving flexibility. With our integrated legal and accounting expertise, you gain clear, reliable guidance to protect your legacy and plan confidently for the future.

We can partner with the family office of your choice, delivering coordinated tax and advisory support while maintaining the highest standards of privacy. Our role is to integrate seamlessly with your existing team, ensuring your family’s strategies are executed accurately, discreetly, and in alignment with your long‑term goals.

Effective estate planning requires more than well‑drafted documents — it demands precise implementation. Without proper execution, even the most sophisticated plans become a waste of money, leading to compliance risks, unnecessary taxes, and missed opportunities.

We bridge the gap between legal design and tax implementation, handling every detail from trust funding to gift reporting and estate filings. Our collaborative approach ensures your legacy reflects your goals and values, while carefully balancing estate and capital gains taxes to protect heirs and optimize outcomes.

Personal income tax is not just about filing a return—it is about judgment in a system shaped by policy and constant change. For individuals with foreign investments or international income, unfamiliar rules can quickly lead to significant penalties, even when no additional tax is owed.

We advise individuals on U.S. personal income tax compliance and planning, with a focus on complex investment structures, multi-state exposure, and cross-border reporting. Many international information forms carry automatic penalties when missed or filed incorrectly—often because preparers are unfamiliar with the requirements.

Our role is to ensure your return is accurate, complete, and defensible, while managing risk before issues escalate. You focus on your personal and financial goals—we handle the complexity behind the scenes.

One of the most common—and costly—misconceptions we see is the belief that working outside the United States means no U.S. tax filing is required. For U.S. citizens and green card holders, this is simply not true.

The U.S. taxes its citizens on worldwide income, regardless of where they live or work. While provisions such as the Foreign Earned Income Exclusion and Foreign Tax Credits may reduce or eliminate U.S. tax liability, they do not eliminate the obligation to file. Missing filings often trigger penalties—especially for foreign bank accounts, investments, and employer-sponsored benefits.

Expatriate tax compliance is highly technical and fact-specific. Employment arrangements, residency status, housing benefits, equity compensation, and foreign financial assets all affect reporting obligations. Many penalties apply automatically when required forms are missed or filed incorrectly—even when no tax is ultimately due.

We advise Americans working abroad on ongoing compliance, planning, and remediation. Our role is to ensure filings are accurate, complete, and defensible—while helping you avoid unnecessary penalties and surprises as your international life evolves.

Giving up U.S. citizenship or long-term green card status is not just an immigration decision—it is a tax event with potentially permanent consequences.

Certain individuals may be subject to the U.S. exit tax, which treats assets as sold at fair market value on the day before expatriation, triggering tax on unrealized gains. Covered expatriate status depends not only on wealth and income thresholds, but also on tax compliance history—missing filings alone can create exposure.

The risk does not end after expatriation. Under final regulations issued under IRC Section 2801, gifts or bequests from a covered expatriate to U.S. persons can trigger substantial transfer taxes payable by the U.S. recipient, often at the highest rates. These rules frequently catch families and heirs off guard.

Proper planning is essential. We advise individuals on exit tax exposure, compliance readiness, and long-term wealth transfer implications—so decisions are made with clarity, not surprises.