We were able to reduce…
his effective tax rate by more than 10% on a $150M transaction.

We were able to show an Australian resident client that by restructuring his holding in a NY headquartered Fintech he could reduce his effective tax rate by more than 10% on a $150M transaction.

This involved us…

reviewing laws in both Australia and the US, and working with the private equity investors and the board to model out alternate valuation and tax scenarios.

We ultimately restructured our clients position, to allow him to maximize his after tax return and reduce his exposure to NY state income tax in the US.

We were also…

retained by the client as his personal counsel to negotiate the transaction on his behalf, worked closely with his wealth managers on post liquidity planning issues such as estate planning, succession planning and asset protection.