Every situation is different. A consultation with one of our specialists will give you a clear picture of where you stand and what needs to change.
International estate & asset protection : Your estate spans borders. Your plan should too.
Most estate plans are built for a single country. If your life, family, or assets span multiple jurisdictions, that is not a plan, it is a gap. We close it.
- 1,000s clients advised
- 15+ years experience
- 25+ structuring jurisdictions
Who we help : For those whose assets don’t fit in one country
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Cross-border families & global HNWIs
Your assets, beneficiaries, and residency or citizenship reach across multiple borders. You need a structure that protects your wealth and transfers it efficiently. Most importantly, it must hold up in every jurisdiction you or your family touches, not just the US.
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Clients who need a clean reset
If your estate has gaps, incorrect structures, or unfiled reporting obligations from a previous advisor, we can help. We assess your current standing and build a clear path forward. You are not the first person to face these challenges, and the situation is fixable.
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International founders & business owners
Cross-border businesses often create personal exposure that traditional estate plans fail to address. We help founders coordinate ownership structures, trusts, and asset protection strategies that separate personal wealth from operational risk across jurisdictions.
What's at risk without the right structure
In 15+ of cross-border estate and asset protection work, these are the three issues we've encountered most often (and that carry the highest cost when left unaddressed).
Multi-jurisdictional tax exposure
Without coordinated planning, your estate can face claims in multiple countries with no offset between them. We map your full jurisdictional footprint and design structures that keep your wealth with your beneficiaries rather than splitting it across multiple tax authorities.
Structures that fail a global life
A domestic trust does little for foreign assets, non-US beneficiaries, or overseas business interests, and can even create new tax problems. We build layered structures, including international trusts and offshore LLCs, that are tailored to where your assets actually reside.
Compliance gaps that compound over time
Missed or incorrect filings like FBAR, Form 3520, and Form 8938 carry serious penalties even when no tax is owed. We ensure your structures are built for long-term compliance, whether you're getting ahead of your obligations or resolving past mistakes.
Our expertise : Depth across the full complexity of cross-border estates
The Cook Islands, Nevis, the Cayman Islands, New Zealand — we know where protections are strongest, where reporting obligations bite hardest, and which structures serve which objectives. Our specialists understand how multiple tax systems interact and deliver plans that are strategically sound and fully compliant.
Key areas we address:
- Multi-jurisdictional estate & gift tax analysis
- International / offshore asset protection trusts
- Foreign grantor & non-grantor trust structures
- Offshore LLC + trust combination strategies
- Pre-immigration & pre-emigration estate planning
- Estate planning for non-US citizen spouses (QDOT)
Our approach : A plan built to last
We don’t use templates. Every engagement starts with a deep understanding of your full picture: where you live, where your assets are, and where your family is going.
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Jurisdictional assessment
We map every country, entity, and asset class that touches your estate before making a recommendation.
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Coordinated strategy design
We design structures that work across every jurisdiction simultaneously, coordinating with local advisors where needed.
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Implementation & documentation
We manage the process from entity formation to trust drafting to filing obligations. You get a fully implemented plan, not a memo.
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Ongoing support & compliance
Tax laws and life circumstances change. We keep your plan current long after the initial engagement.
Not sure where to start?
If you are unsure what you need, a free 30-minute discovery call is the right first step. We will review your situation, identify the key questions your move raises, and explain what a formal written analysis of your specific position would cover.
For many clients, that written analysis, a tax memo covering your pre-departure strategy, FEIE vs. FTC election, state tax severance, and retirement account decisions, becomes the foundation for everything that follows. It gives you a documented position you can act on, share with your financial advisor or attorney, and refer back to as your situation evolves.
Most of our larger advisory engagements begin here.
FAQ : Questions we hear most often
Collapsed content for Is an offshore trust legal for US citizens and residents?
Yes. When properly structured and reported, international trusts are a fully legal estate and asset protection tool. The key word is "reported." US persons with interests in foreign trusts have significant disclosure obligations, including Forms 3520 and 3520-A, and failure to comply can result in substantial penalties. An offshore trust does not reduce your US tax liability or hide assets, it creates structural barriers between your wealth and potential creditors. We ensure every structure we design is built for full compliance from day one.Collapsed content for Do I need an offshore trust, or would a domestic structure work for my situation?
It depends on where your assets are, where you and your beneficiaries reside, and what you're trying to protect against. Domestic asset protection trusts may be appropriate in some situations, while others (particularly those involving significant foreign assets, non-US beneficiaries, or multi-jurisdictional exposure) call for international structures. Our initial assessment is designed specifically to answer this question before we recommend anything.Collapsed content for I already have a local attorney and a CPA. How do you fit into my existing professional team?
We do not replace your current advisors. Most domestic professionals are excellent at their specific disciplines but may not have the narrow, high-level expertise required for international tax law or offshore trust jurisdictions. We act as the specialized architects for the cross-border portions of your plan. Our team works alongside your existing advisors to ensure that your domestic and foreign structures are perfectly synchronized. This collaborative approach prevents gaps in reporting and ensures your local strategy does not inadvertently trigger international tax penalties.Collapsed content for I inherited a poorly structured plan from a previous advisor. Where do I start?
This is more common than you might think. We regularly work with clients who've discovered gaps, errors, or unfiled reporting obligations in their existing structures. The first step is a thorough assessment of what you have, what's missing, and what the exposure looks like. In many cases, past filing issues can be resolved through IRS disclosure programs on more favorable terms than if you wait for the IRS to find them first. The sooner you start, the more options you have.Work with us : Ready to protect your legacy?
In a paid 30-minute consultation, you'll get a clear-eyed assessment of your current exposure, an honest view of what structures would and wouldn't work for your situation, and a concrete roadmap from advisors who work at the intersection of US and international tax law every day.
Strict confidentiality guaranteed