Wealth, preserved.

There is a point in your wealth-building journey, when it’s time to take stock, consolidate and secure your legacy for the next generation.

That’s what we do, with a global perspective.

PROTECT YOUR LEGACY
Wealth Protection for Affluent Multinational Families

We help affluent families with diverse multinational interests preserve their wealth for generations to come.

International Tax Expert:

Garvan C Smyth

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WE HAVEN’T JUST READ ABOUT INTERNATIONAL BUSINESS. WE LIVE IT.

Wealth Protection

Let our multinational experts help you create robust wealth protection structures to preserve and safeguard your wealth against taxes, legal disputes, and other threats.

Our tailored solutions ensure asset protection, tax efficiencies, and privacy, giving you and your heirs the security and peace of mind that your wealth is preserved for generations to come.

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International Tax

Navigate complex multinational tax matters with confidence, guided by our international tax experts. We provide innovative tax-efficient strategies and solutions for ultra-wealthy individuals considering cross-border transactions, structuring multinational businesses and investments, and expatriation.

Our tailored solutions minimize tax liabilities and ensure compliance across jurisdictions, safeguarding your wealth.

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Private Client

With unparalleled expertise in international tax and wealth
planning, we offer exclusive one-on-one advisory services to a select number of ultra-high-net-worth individuals.

We appreciate the unique needs of multinational families. From corporate structuring to taxes and residency, complex international scenarios require a truly global perspective.

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Client Testimonials

Our results speak for themselves.

I have been working with Garvan and Vanguard Trustee for many years. They are the most knowledgeable source for foreign tax issues I have run into in over 25 years of practice. Garvan does things correctly to keep you out of trouble with the IRS and the U.S. Government and I have yet to stump him on a foreign issue. I have tried many times. If you have a complex tax situation and or any foreign investments, holdings, or property, I strongly recommend you contact Vanguard Trustee.
Derek CollottaCPA EA
I have been working with Garvan and Vanguard Trustee for many years. They are the most knowledgeable source for foreign tax issues I have run into in over 25 years of practice. Garvan does things correctly to keep you out of trouble with the IRS and the U.S. Government and I have yet to stump him on a foreign issue. I have tried many times. If you have a complex tax situation and or any foreign investments, holdings, or property, I strongly recommend you contact Vanguard Trustee.
Derek CollottaCPA EA
I have been working with Garvan and Vanguard Trustee for many years. They are the most knowledgeable source for foreign tax issues I have run into in over 25 years of practice. Garvan does things correctly to keep you out of trouble with the IRS and the U.S. Government and I have yet to stump him on a foreign issue. I have tried many times. If you have a complex tax situation and or any foreign investments, holdings, or property, I strongly recommend you contact Vanguard Trustee.
Derek CollottaCPA EA
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Get Our Trusts & Foundations Guide

Secure your wealth with a trust or foundation. This guide Will teach you about trusts and foundations and their benefits, including distribution provisions, maintaining flexibility, and the advantages and disadvantages of professional vs. private management.

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For nearly two decades, we have helped our clients minimize taxes while successfully protecting their wealth from overreaching
governments, ex-spouses, business partners and the like.

We’re proud of our client retention rate of over 90%. Our clients keep coming back and referring their friends and colleagues because they’re confident we can deliver. We’ll do the sarne for you. Contact us today to book a consultation.

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