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
How To Prepare For Your First Tax Season After Moving Abroad
6th Feb 2026
Marcus Shimotsu
A Practical Checklist For Australians Moving To The United States Moving from Australia to the United States is exciting, but the first US tax season can feel like stepping into a maze The US tax...
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John Marcarian
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When Love Crosses Borders: How International Divorces Complicate U.S. Tax Obligation
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