Private Client

Deal Advisory

We are deal junkies. A team of transactional experts that only advise UHNW private clients and family offices on international deals.

We understand speed, complexity, and shareholder protections, and how accurate advice is only valuable if it is being provided and processed quickly.

The speed of this information drives negotiations and can significantly alter pre and post-tax returns.

We regularly lead corporate negotiations on behalf of our clients, whether for a founder looking to realize a significant liquidity event for the first time or a family office looking to deploy capital into, or liquidate a directly held position in an operating asset.

Tax Advisory

Our personal tax advisory services are designed to meet your tax advisory needs – both in the US and overseas.

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Executive Compensation + Planning

We are an international accounting firm that provides commercially relevant international tax advice.

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Estate Planning

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Tax Preparation

We prepare the full range of U.S. personal tax and information returns.

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Tax Remediation

The U.S. taxes its permanent residents, citizens, and substantial resident aliens (collectively residents) on a worldwide basis.

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Asset Protection

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