Wills and estates
- Coordination of worldwide estate planning matters
- Review of current documents/arrangements
- Value of gross estate and global tax exposure
- Use of trusts and other entities
- Understand local jurisdiction laws and customs
- Proper tax reporting disclosure
Tax and investment planning
- Global tax implications of investments
- Tax efficient investments
- Impact of foreign currency and exchange rates
- Proper tax reporting disclosure
- Use of foreign trusts
- Structure of local and international holdings
- Choice of investment holding vehicle
- Investment consulting advice
Lifestyle and unique investments
- Review of current ownership and structure
- Maximizing deductions for business use
- Planning for new acquisition or disposals
- Choice of entity/jurisdiction
- VAT compliance and planning
Philanthropic investments
- Tax efficiency of current/proposed giving
- Role of charitable trusts, private foundations and donor advised funds in wealth planning
- Timing of giving
- Coordination of philanthropic goals and estate planning
- Facilitate financial and social responsibility
Family offices
- Structure and creation [single-family versus multiple-family office]
- Ongoing operations
- Family office regulation
- Tax considerations
- Generational education
- Enable secure management of information access
Succession planning
- Assessment of possible succession strategies which consider economic and tax perspectives, as well as the financial, legal and family circumstances
- Develop an optimal succession plan for you and your business
- Advise on the implementation of your chosen succession strategy and guidance through the implementation.
Tax compliance
- Preparation of annual tax returns
- Calculation of global tax liabilities
- Direct communication with the local, national and other International tax authorities
- Timely and accurate disclosure of foreign investments
Assurance
- Audit of trust and other entities
- Design, implementation and review of family governance structure
- Gap analyses and selection of service providers
- Insurance and risk management advice
Employment and immigration
- Global mobility advice and support
- Advice and planning bonus deferral scheme, equity incentives
- Reward effectiveness and efficiency
- Human capital transformation
- Termination and severance
