HNIs
HNIs
Services Overview
Tax Planning and Strategy
Tailored tax planning to optimize tax liabilities through effective strategies, such as income splitting, use of trusts, and investment structuring.
Compliance and Reporting
Assistance with filing federal, state, and international tax returns, ensuring compliance with all regulations and reporting requirements, including disclosures for foreign assets.
Investment Taxation
Guidance on the tax implications of various investments, including stocks, bonds, real estate, and alternative investments, to maximize after-tax returns.
Estate and Gift Tax Planning
Strategies for minimizing estate and gift taxes, including the establishment of trusts to preserve wealth for future generations.
Cross-Border Tax Advisory
Expertise in navigating tax regulations for HNIs with international interests, including tax treaties, foreign income reporting, and compliance with local laws.
Succession Planning
Developing comprehensive succession plans to ensure a smooth transition of wealth while minimizing tax liabilities for heirs.