Legal Strategies for Cross-Border Wealth & Family Planning
International individuals, entrepreneurs, and families may hold assets, businesses, and financial interests across multiple jurisdictions. Effective planning requires careful consideration of the legal and practical consequences of owning, transferring, and managing assets across borders.
We help internationally connected clients identify and coordinate legal strategies relating to cross-border assets, business interests, family wealth, succession, and long-term planning. Where a matter involves state-specific estate, trust, property, tax, or other specialized law, we coordinate with appropriately licensed attorneys and professional advisors in the relevant jurisdiction.
Plan Your Asset Strategy Today
CROSS-BORDER ASSET PLANNING
For clients with international assets, businesses, or family ties, we help identify and coordinate legal considerations arising from multiple jurisdictions. Where estate, inheritance, tax, real estate, or other state-specific advice is required, we work with appropriately licensed attorneys and other professional advisors.
FAMILY OFFICE ADVISORY
Coordinate legal strategies supporting the cross-border wealth, business, governance, and succession objectives of internationally connected families and family offices. Where matters involve state-specific law or other specialized advice, we coordinate with appropriately licensed counsel and professional advisors.
FAMILY & BUSINESS SUCCESSION
Assist internationally connected families and business owners in identifying cross-border considerations relating to family wealth, ownership interests, and business succession, while coordinating with appropriately licensed local counsel where required.
CROSS-BORDER ASSET STRUCTURING
Evaluate legal considerations relating to the ownership and organization of assets and business interests across jurisdictions, with coordination of state-specific, tax, and other specialized advice where appropriate.
ESTATE & TRUST PLANNING COORDINATION
Assist internationally connected clients in identifying estate and trust planning considerations arising from cross-border assets and family circumstances, and coordinate with appropriately licensed estate-planning counsel where state-specific advice or document preparation is required
CROSS-BORDER FAMILY & MARITAL PLANNING
Assist internationally connected individuals and couples in identifying legal considerations arising from marriage, family wealth, asset ownership, and cross-border relationships. Where the matter involves state-specific matrimonial, family, or property law, we coordinate with appropriately licensed local counsel.
ESTATE & PROBATE COORDINATION
Help internationally connected clients identify estate and probate considerations affecting U.S. and cross-border assets, and coordinate with counsel licensed in the relevant jurisdiction when state-specific estate or probate advice is required.
