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
Key tax issues you need to consider when arriving in a new country
20th Feb 2023
Jurate Gulbinas
Similar to the need for you to plan your departing tax issues on the way out of your home country there is a major need to plan what your tax profile will be when you arrive in your new...
Key tax issues you need to consider before (not after) you move abroad
24th Jan 2023
Jurate Gulbinas
Moving abroad is one of the most challenging things that many of us will do My move to Singapore in March 2004 was a completely foreign experience in so many respects There are so many logistical...
Planning what happens with your Pension Fund or Superannuation when moving abroad should be a top priority
27th Oct 2022
Jurate Gulbinas
Most expats moving overseas will have some form of pension or superannuation plan In my experience changing one’s tax residence does not of itself impact how that pension plan is treated in...