Estate Planning and Wealth Protection

ESTATE AND WEALTH PLANNING FOR HIGH-NET-WORTH FAMILIES AND ENTREPRENEURS

High-net-worth families and individuals face a complicated mix of financial issues that can be managed and mitigated by progressive planning. Our team works across global borders to bring creative thinking and comprehensive planning structures to help clients meet their goals.

Comprised of deeply experienced CPAs, financial planners and legal professionals, our teams create sophisticated structures and well-designed asset protection strategies.

Our team can help you:

• Conduct family planning meetings and communication plans
• Construct gift and estate plans
• Determine and control the distribution of assets
• Develop and execute wealth transfer strategies
• Develop philanthropy plans and private foundations
• Establish foreign trusts
• Integrate charitable objectives
• Leverage collections of art, cars, airplanes or other tangible items
• Manage liquidity and cash flow by deploying sophisticated life insurance
• Manage real estate holdings
• Mitigate tax obligations
• Preserve and protect wealth for future generations
• Prepare trust financial reports for beneficiaries
• Prepare valuations of family limited partnerships, gifts of cash and assets, and closely held business assets
• Prepare wills and trusts
• Protect heirs and their inheritance from divorce and legal action through the use of trusts

Wealth protection and preservation requires a solid foundation. With careful planning and systematic reviews, we can help you reduce your tax exposure, protect your family and ensure that your exact wishes are met.

Our team has extensive experience representing entrepreneurs, Fortune 100 individuals, family trusts, and some of the wealthiest multi-generational families from around the world. Our deep cultural familiarity, language capabilities and global resources and contacts enable us to serve as a valuable asset to clients.