Assisted a wealthy international family with philantropic planning and helped establish a charitable foundation to centralize their charitable giving efforts worldwide. We helped select a jurisdiction and local service providers to find the best tailored solution for the family.
Advised several international clients with accidental US citizenship on their expatriation process from the US to ensure tax efficiency while maintaining compliance with all US rules and requirements.
Assisted a wealthy international family on their pre-immigration planning as part of their move to the US and continue to provide advice on a multitude of issues, ranging from trust planning to US tax compliance.
'The OECD on CRS Anti-Avoidance,' Advising Latin American Families in a Transparent World - June 21, 2018, speaker