Firm overview
We are a tax boutique supporting U.S. connected multinational families and their businesses. Although we are a boutique firm, we are fortunate enough to have maintained and further developed a sophisticated clientele due to our prior firm relationships, in addition to more than a decade of working directly with foreign and domestic attorneys, bankers, trustees, and accountants. Further, we are one of the only firms that we are aware of that specializes in only working with multinational families and businesses that have a U.S. connection.
While we are all attorneys licensed in the U.S., and while we only practice U.S. law, we also must coordinate our planning with practitioners from around the world, depending on where our clients live, have nationalities, or own assets. Our clients are mostly made up of international high net worth and ultra-high net worth families and their respective businesses.
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 business interests or investments outside the U.S.; U.S. persons moving outside the U.S. We also structure our clients’ estates and holdings in tax efficient manners (including modifying or drafting related client estate plans, restructuring of entities or ownership).
Our clients have included members of foreign governments; royal families; investment bankers; fund managers; foreign and domestic private equity funds; real estate developers; international hoteliers and insurance companies; renown designers and athletes; trust companies; family offices; entrepreneurs; wealthy families and other professionals.
Our practice areas concentrate on cross-border income, gift, and estate tax planning; preimmigration tax planning; expatriation tax planning; and U.S. tax compliance.
