Our wealth planning services include:
- Planning through the use of trusts
- Use of Limited Liability Companies (LLCs), Limited Liability Partnerships (LLPs) and corporate asset holding vehicles
- Assistance in the structuring of funds (i.e. private equity, hedge, real estate, mutual) to determine the US tax consequences for both US and non-US investors (whether individuals or entities) in the funds
- The review of other types of investment options – insurance, pensions, mutual funds, real estate, asset acquisitions, etc. for US tax consequences, as many are taxed unfavorably compared to other alternatives
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