We provide tailored tax solutions for family businesses and individual family members to manage risks, improve compliance, and achieve long-term wealth preservation. Our services cover every stage of the wealth lifecycle—from accumulation and holding to transfer and disposal—with a focus on both regulatory compliance and tax efficiency.
Pre- and post-IPO tax planning for family businesses
We assist with equity transfers, dividend distributions, stock disposal, and asset restructuring, helping businesses manage tax exposure and meet reporting obligations before and after listing.
Personal income tax planning and optimization
We design individual tax strategies to reduce exposure within legal boundaries, facilitating efficient wealth preservation and succession.
Tax residency evaluation and adjustment
We help clients assess and adjust tax residency status to support global asset management goals.
Application of tax treaties and CRS compliance
We advise on the use of bilateral tax treaties, and assist clients in complying with Common Reporting Standard (CRS) requirements to manage disclosure and mitigate cross-border tax risks.
Cross-border tax structuring for global asset allocation
We design international holding and transaction structures that optimize tax efficiency and ensure compliance across jurisdictions.
CFC rules assessment and response strategies
We interpret controlled foreign corporation (CFC) rules and recommend adjustments to avoid unintended tax consequences from overseas structures.
Restructuring of onshore partnerships and nominee arrangements
We help unwind or optimize complex domestic holding structures to simplify compliance and enhance tax efficiency.
Tax structuring for family trusts and insurance plans
We advise on tax treatment throughout the trust and insurance lifecycle, including creation, funding, and distribution stages, to maximize protective and fiscal benefits.
Tax-compliant design of philanthropic trusts and foundations
We help families establish charitable vehicles that align with philanthropic goals while optimizing tax outcomes.
Tax risk management for investment migration
We assess tax implications of residency changes, foreign reporting obligations, and exit strategies, and provide legal solutions for compliant implementation.
