Adding value from a tax perspective is as critical as from an investment perspective. Our integrated, tax-wise structuring is designed to help preserve wealth for the family, while incorporating solutions that we believe are likely to minimize clients’ annual and generational tax burden.

We provide accounting and tax services, both corporate and personal.  Our Corporate Tax Services experts work with our clients’ companies as trusted advisors and partners to develop a thorough understanding of their businesses. We drive value and increase understanding of taxing authority rules and processes that affect tax reporting and planning, and accounting for income taxes. We identify areas of risk, offering solutions that mitigate financial statement and tax compliance exposures.

Personal tax services: a client can be confident that your tax returns are expertly prepared and filed promptly. Our goal is to be your trusted advisor – providing proactive, relevant advice you deserve in addition to the compliance services you expect.

Global Multi Family Office