Global Families

Global Families

Families with lives and assets across borders benefit from clear, cohesive structures that support mobility and multigenerational goals. We design strategies that integrate global residences, investments, and long‑range planning with precision and adaptability.

Our approach

Cross-border clarity that brings every jurisdiction into focus


International tax rules, reporting, and residency requirements are distilled into a single plan that supports global mobility and long-range goals.

Structures designed to protect wealth across generations


Trusts, holding companies, and governance frameworks are built to preserve intention, maintain flexibility, and support thoughtful stewardship.

Integrated strategies for globally dispersed assets

Investment vehicles, participation structures, and entity choices are evaluated through a lens of efficiency, compliance, and durability.

Planning that supports families who live across borders

Residency shifts, multi-country business activity, and reporting obligations are anticipated early, creating smoother transitions and fewer surprises.

Guidance for moments that reshape a family’s trajectory

Liquidity events, acquisitions, relocations, and new ventures are supported through clear modeling and long-range structural design.