Personal and closely held business planning
Wealth structuring and family business planning often present complex and sometimes unexpected legal, tax and compliance issues, particularly when you’re globally mobile. We combine legal and business knowhow to solve tax and non-tax problems, and meet long-term personal and family goals.
Our global reach, multidisciplinary team and availability around the clock means we can support you virtually anywhere with cross-border interests and immediate needs.
Our personal planning and family business services focus on wealth enhancement and transfer for individuals, and business succession planning. This includes traditional succession planning and all related aspects of estate, gift and income tax, trust structuring, and individual and international taxation.
“A very high-level firm … They identified many issues in my trusts and estates matter, handled by another firm previously, and were able to redress these issues quickly to the great benefit of my family.”
We provide a positive approach to transition planning for closely held businesses and complicated family situations. Often, our advice on educating younger family members in the handling of wealth is as valuable in securing an efficient transfer of wealth between generations as an estate planning technique that may save millions in transfer taxes.
Estate tax planning is one of our main areas of practice. We regularly provide the full range of support services to individual and corporate fiduciaries, and we do everything possible to facilitate trust and estate settlements. We also structure trusts and family holding structures, providing a full range of tax and legal services.
Additionally, many publicly owned corporate clients benefit from our planning services at senior- and middle-management levels. This supports valuable younger employees whose planning needs are often as acute as more highly compensated employees.
We also provide a variety of services related to employment taxation and compensations packages for top executives of multinational companies.
Together, our services provide an efficient and effective approach to wealth planning.