Our Services
Tax Planning and Advisory
We assist non-U.S. clients in structuring, operating, and liquidating their U.S. investments and businesses in a tax-efficient manner, while providing a clear outline of their related U.S. tax reporting and compliance obligations.
We also advise U.S. clients on how to structure and report their foreign assets, investments, and business ventures, with careful consideration of their asset protection and tax efficiency objectives. Our firm conducts comprehensive tax compliance reviews related to international asset reporting and assists clients in achieving compliance through Streamlined or Voluntary Disclosure procedures.
Our firm is a trusted ally to international families and globally mobile individuals. Whether you are a U.S. person planning to live abroad or a foreign national relocating to the United States, we offer strategic guidance to navigate the U.S. tax and compliance landscape.
The most effective tax planning often happens before a move, and we are ready to provide you with the tailored advice you need to achieve your international goals while avoiding common pitfalls.
Estate Planning and Trusts
We offer comprehensive estate planning services tailored to meet the unique needs and goals of each client.
Our firm assists with the preparation of essential documents, including wills, durable powers of attorney, healthcare directives, revocable trusts, and other tools designed to reduce stress and uncertainty for your loved ones in the event of incapacity or death.
But we do not stop at the basics. Our goal is to help you create a thoughtful, long-term plan that not only protects your assets, but also preserves your family’s values and legacy for generations to come.
We work with both U.S. and international individuals and families to minimize U.S. estate and gift taxes and to develop practical, effective succession plans. Whether you're planning for a family-owned business, investment properties, or other cross-border assets, we help design irrevocable trusts and custom holding structures that reflect your goals and circumstances.
Transactional Services and Business Law
Whether you're planning to launch a new business in Florida, acquire U.S. real estate, or invest in U.S.-based assets, our firm is here to guide you through every step of the process.
We assist clients in structuring their ventures in ways that are both tax-efficient and commercially practical, with a focus on long-term growth, compliance, and asset protection.
Our services include entity formation and structuring, as well as the preparation of governing documents like bylaws, operating agreements, and shareholders’ agreements tailored to meet your specific needs. We handle the drafting, review, and negotiation of contracts ranging from service agreements to partnership arrangements, and we provide legal representation in real estate acquisitions and sales.
We also offer ongoing advisory support as your business evolves.
With a deep understanding of the challenges faced by both U.S. and international clients, we provide practical legal solutions designed to align with your investment goals and help your venture succeed in the U.S. market.