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.

Find out more

Executive Compensation + Planning

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

Find out more

Estate Planning

Find out more

Tax Preparation

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

Find out more

Tax Remediation

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

Find out more

Asset Protection

Find out more

Wealth Management

We act as an incubation platform for you and your family group so that your successes translate to financial security and prosperity.

Find out more