The Firm specializes in the preservation of private wealth for individuals and their related entities, both in and outside of the United states. Such preservation techniques result in a lower incidence of US income and estate taxation and protects the private wealth from third party claimants. For US clients, such techniques include the use of family limited partnerships, limited liability companies, limited liability partnerships, hybrid tax entities, grantor retained annuity, charitable lead trusts, charitable remainder trusts intentionally defective grantor trusts, perpetual trusts, charitable foundations, private annuities, irrevocable insurance trusts, generation skipping transfer tax trusts, premarital and postmarital agreement and numerous other devices which are tailored to meet the specific goals and objectives of a clients planning situation. For non US clients or multinational clients with family in the US, such techniques involve non US trusts, non US foundations and non US corporations, generally organized in a low or no tax jurisdiction.
Wealth Preservation Planning combines both testamentary and lifetime planning on a multi-generational basis, and for most clients involves a continual interactive relationship between The Firm and the client and his other planning professionals such as accountants, insurance agents and financial planners.