Our Services

The overall objective of our planning is to identify means for our clients to retain and grow their wealth and transfer it to younger generations. We consider family goals, cash flow needs, family control, and the ability to permit our clients to retain oversight while protecting their families from creditors, marital discord, and adverse corporate actions. We implement structures that allow for maximum flexibility in light of changing circumstances and geopolitical and economic turmoil. We seek to optimize our clients worldwide tax burdens through consultations with best in class legal and tax advisors.