Tax & Estate
Tax and estate strategy embedded in every decision — coordinated with your attorneys and accountants, not after them.
Overview
Systematic harvesting across portfolios, coordinated with realised gains elsewhere.
Design and review of trusts, partnerships and holding entities.
A single map of every document, fiduciary and funding obligation.
Annual exclusion, lifetime exemption and freeze techniques sequenced over time.
Residency, domicile and treaty analysis across fourteen jurisdictions.
Dynasty trust design and GST exemption allocation.
How we work
We document every entity, trust, fiduciary and beneficiary in one place.
We identify unfunded structures, outdated documents and liquidity shortfalls.
We model options with your attorneys and recommend a sequenced plan.
We review the plan whenever laws, assets or family circumstances change.
“Every advisor we use now works from the same plan.”
Marcus ThompsonChairman, Theo Holdings
The most effective estate planning techniques depend on time — for assets to appreciate, for trusts to season and for families to learn. Here are the ones we see deferred most often.
Families with members, assets and businesses in multiple countries face overlapping tax regimes. Coordination is the difference between efficiency and double taxation.
Higher yields have drawn record allocations to direct lending. We think it belongs in portfolios — but in a different place than most investors are putting it.
A 45-minute introductory consultation with a senior advisor about your family, your objectives and how your current advisors work together. No obligation.
