Naomita is a partner in the private client and tax team.She has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents.
Naomita advises families with generational wealth in the context of changing circumstances and passage of time such as multi-generation wealth planning for family members who are beneficiaries of trusts settled by prior generations. This particular mix of experiences and knowledge enables Naomita to act as a proficient adviser for the globally mobile high net worth family. She also advises clients on tax, estate and succession planning related to cryptocurrencies and digital assets.
Me in a minute
I like to connect the dots…
Personal planning requires an understanding of both the objective aspects and subjective goals of an individual.
I see my role as providing the best ‘how' to enable my clients to achieve multi-layered economic and non-economic goals concerning family, charity, and business.
I leverage my breadth of experience in tax, ranging from corporate and partnership to personal income, trusts and estates, to create an optimized solution for my clients.