PRIVATE CLIENTS AND NON-PROFIT ENTITIES

The firm pro­vides tax assis­tance to indi­vid­u­als in rela­tion to the trans­fer of res­i­dence (inbound and out­bound) and suc­ces­sion plan­ning. Our ser­vices include the assis­tance in rela­tion to the tax aspects of the estab­lish­ment and liq­ui­da­tion of trusts as well as the tax treat­ment of finan­cial and insur­ance prod­ucts for indi­vid­u­als.  In addi­tion, the firm pro­vides assis­tance in rela­tion to the tax treat­ment of non-prof­it and char­i­ta­ble enti­ties.