Protecting your family’s wealth is very important, especially in an increasingly litigious climate.
Many business structures fail to distribute profits in a way that adequately protects the business owners from litigation. That’s why it is important to set up your business properly from the start, or review and make essential adjustments as soon as possible.
Our experienced team of professionals is focused on protecting your intergenerational wealth. We understand that you work hard to protect your lifestyle and provide for your family, both now and in the future. That’s why we make understanding your goals a priority in providing comprehensive tax advice that includes personal asset protection.
We will help you assess the potential of using trusts, family foundations and/or special companies with variable share rights to protect your assets and build your wealth.
ADDITIONAL SERVICES WE CAN HELP YOU WITH
TAX ADVISORY
As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.
TAX PREPARATION
We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.
TRUST AND ESTATE PLANNING
Our trust and estate planning team will help ensure your beneficiaries are receiving the most beneficial outcome possible. Understand your options now and make the decisions that matter.
UNDERSTAND YOUR POSITION AND PROTECT YOUR ASSETS
Our team will work with your goals and personal situation to help create the asset protection strategies essential for building your wealth.
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NEWS AND UPDATES
Corporate Tax Residency In Singapore: The Key To Unlocking Tax Treaties
24th Aug 2026
Boon Tan
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How To Use Foreign Trusts For Wealth Protection And Tax Efficiency Without Triggering IRS Penalties
13th Aug 2026
Jurate Gulbinas
US Federal Tax Perspective On Getting The Structure, The Substance, And The Paperwork Right From Day One Foreign trusts have a reputation problem Clients tend to arrive with one of two pictures...
AUSTRALIAN EXPAT TAX ALERT: Some Good News
7th Aug 2026
Matthew Marcarian
After hardly 40 days, the Government has now decided to amend its new cost base indexation laws to allow Australian expats (and other non-residents) to have the benefit of the cost base indexation...