Our Clients

Our clients include dynastic international families with far reaching business and investment platforms, both public and private companies, private equity funds and sophisticated real estate investors with properties in the United States and abroad.

​We work closely with clients to develop comprehensive plans to realize desired strategies and then enable the execution of such plans. We take the lead in coordinating the various tax, advisory and accounting professionals required to close sophisticated international transactions, and we devise international and domestic tax strategies to minimize a client’s effective worldwide tax rate. We also assist clients with their succession family planning from both a tax and governance perspective.

Our Services

Develop sophisticated tax plans to minimize taxes in various jurisdictions
– Work with clients to prepare detailed tax sensitive models
– Coordinate the activities of the tax professionals in the various international jurisdictions
​– Proactively meet with clients to review their existing tax strategies and propose variations or alternatives where appropriate
– Evaluate a client’s tax profile and assess inherent risks and work towards mitigating those risks

​​Identify and integrate financial and operational strategies
– Review and assist in formulating and executing financial and operational plans
– Identify strategies to improve performance
– Interface with market experts
– Assist in introducing to clients other professionals with necessary expertise

​Structure sale or other liquidity events for privately held businesses and public companies
– Develop alternatives for liquidity events
– Participate in the liquidity process
– Oversee and direct financial advisors and bankers
– Ensure proper legal and other professional advisors are consulted

Business governance and succession planning
– Develop strategic transition plans for next generation or third-party managers
​– Address and advise on family dynamics
– Identify exit and liquidity strategies