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Tax Planning

We specialize in creative tax planning solutions to avoid costly tax pitfalls and minimize potential tax problems that can otherwise challenge your family’s financial future. Inadequate tax planning can erode your wealth legacy and leave your heirs in the negative.

Our team can ensure that you have a complete “stronghold” suite of tax planning solutions, fully customizable and monitored to meet the ongoing needs of your family’s business and welfare.

We can help you to minimize family income taxes and death duties by creating an ownership structure utilizing tax-advantaged trusts and family holding companies – both onshore and offshore.

We can also help you maximize your family’s after-tax income and capital wealth through the strategic alignment of structures and legal entities with your family’s tax affairs.

Our team can provide you with timely and reliable filing of required tax returns to ensure up-to-date and penalty-free tax compliance.

We can also help you to manage your family’s financial responsibilities as business owners and taxpayers.