OUR GOAL IS TO COMBINE THE HIGHEST LEVEL OF CROSS-BORDER TAX PLANNING WITH CAREFUL ATTENTION TO NON-TAX ISSUES THAT ASSIST FAMILIES UNACCUSTOMED TO US BUSINESS PRACTICES, PROMOTE FAMILY COHERENCE AND ENCOURAGE LONG-TERM CONTROL OF FAMILY ASSETS.
INTERNATIONAL TRUST & ESTATES
In today’s global investment environment, personal assets and business interests are often held in and subject to the laws of multiple jurisdictions. High-net-worth individuals and families need coordinated legal and wealth management counsel to help maximize and preserve assets across generations, limit tax and other liabilities, and protect dependents in order to achieve a wide range of short- and long-term financial objectives.
At Rivera Menarini, we have extensive experience assisting clients with cross-border interests in protecting their assets. Whether for individuals, businesses, or family offices, we advise clients on the full range of US legal aspects of planning and taxation of trusts and estates.
We create and implement effective estate plans that take into account the effects of US tax laws on US family members and on non-US families that own US assets. We collaborate with clients’ trusts and estates attorneys in their countries of residence to ensure our estate plans are properly integrated with the laws of the client's jurisdiction. We have significant experience advising on related income tax issues that can arise for international families, including ownership of interests in foreign trusts, corporations, or other entities.
We structure personal retirement plans for high-net-worth individuals and family gift programs to accomplish the multigenerational transfer of assets, as well as to integrate corporate and operational business considerations in the sale or other transfer of closely held corporations to family members or others. The focus is on minimizing taxes and facilitating family and estate-planning objectives. This area of practice encompasses advice on insurance planning, structuring family partnerships, and business-succession planning.
Our goal is to combine the highest level of cross-border tax planning with careful attention to non-tax issues that assist families unaccustomed to US business practices, promote family coherence and encourage long-term control of family assets.
INTERNATIONAL WEALTH & TAX PLANNING
- Estate, Gift and Income tax planning for international clients.
Trusts and foreign legal entities management for international families.
- Business succession plans.