Global founders : Building or running a business across borders
You run an international business and bank globally, but you’re not sure if your structure is optimized, fully compliant, and built to survive an exit. We make sure it is.
Cross-border advisory : Where complex lives meet clear strategy
For high-earning Americans abroad, international entrepreneurs, and cross-border families who need more than a tax preparer, we deliver integrated structuring, tax optimization, and legacy planning.
- 1,000s clients advised
- 15+ years experience
- 25+ jurisdictions
- $1bn assets structured
Who we help : Your situation is specific. So is our advice.
Each path leads to a tailored strategy, not a generic checklist.
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US expats / Green card holders : Living abroad with a complex US tax situation
You’re earning well, but you’re either overpaying, not fully optimizing, or unsure whether your filings are actually correct; you may even wonder whether renunciation makes sense for you. We can give you clarity and a plan.
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Cross-border families
You have multi-jurisdictional assets, dual citizenship, entities in different countries, and/or estate plans that don’t connect. You need advisors who can see the whole picture. We design structures that protect and transfer wealth across every jurisdiction that matters.
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US citizens moving / retiring abroad
The decisions you make before you leave the US can save 6 figures. We build your pre-departure strategy and handle everything that follows, including second residency and passport options if they fit your plan.
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Foreign nationals entering the US
Whether you're expanding your business into the US market or relocating there with a green card, the tax consequences start before you arrive. We structure your assets and entities beforehand so you don't inherit problems on day one.
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Already in a complicated situation?
Unfiled FBARs, unreported foreign companies, missed forms, or a structure that was set up wrong — we specialize in untangling cross-border tax problems and getting you back to fully compliant, without unnecessary penalties.
Brandon OlsonSenior Advisor
Our approach : Strategy first. Compliance follows.
We don't just file returns: we build a holistic plan across your business, tax, estate, and citizenship, then ensure everything stays compliant as your life evolves.
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Comprehensive discovery
We map your business, residency, assets, family, and goals across every jurisdiction you touch.
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Integrated strategy design
One cross-service plan: business, tax, estate, and citizenship aligned, not siloed.
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Structured implementation
We execute the plan in the right sequence, alongside your existing advisors or ours.
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Ongoing compliance
As your life and the law evolve, and tax filings are due, we stay close to adapt your strategy and keep you compliant.
What we do : A fully integrated advisory practice.
Your business structure, tax position, estate plan, and citizenship status all affect each other. We're the only firm that addresses all of them together.
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Global founders : Offshore business structuring
The structure you choose today shapes your tax exposure, liability, and exit options for years. A wrong jurisdiction or missing intermediate layer costs more to unwind than it ever saved. We design from first principles — built around your business model and where you're going.
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US expats / Green card holders : Advanced US tax planning
The US taxes your worldwide income regardless of where you live or how long you've been abroad. Most expats are filing — few are optimizing. The gap between compliance and strategy is often six figures annually. We build a plan that legally reduces what you owe.
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Estate, trust & asset protection
Standard estate planning wasn't built for cross-border families. We design structures that protect and transfer wealth efficiently across every jurisdiction that matters.
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US market entry planning
Entering the US market can trigger ECI, federal, state, and withholding obligations before you've made a dollar. We structure your entry to keep compliance clean from day one.
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Citizenship / green card renunciation
Done incorrectly, renunciation triggers the exit tax and leaves compliance gaps that follow you. We manage the full process so you exit cleanly and completely.
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Move / retire abroad planning for US citizens
Relocating abroad changes your tax residency, foreign income treatment, and estate exposure simultaneously. We build a pre-departure plan that accounts for all three.
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Pre-US immigration tax planning
The US tax system treats you differently the moment you arrive with your green card. We structure your assets beforehand, so you can avoid unnecessary tax bills later.
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Second residencies / passports
A second residency or passport expands where you can live and which tax systems you're subject to. We identify the right program and manage the process end to end.
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Advisory & opinion memos
Available across all practice areas. Sometimes you need documented analysis you can share with other advisors and rely on before committing to a major decision. This is often the right first step.
Work with us : Your global life deserves a global strategy.
Speak with a tax & structuring expert for advice tailored to your specific situation, or start with a free discovery call to explore your options.
Strict confidentiality guaranteed