With our senior team who have provided tax and legal advice to high net worth clients of banks and brokerage firms, and who are specialized in the taxation of individuals and the structuring of institutions, we can offer the following services for private banking clients, senior executives and other high net worth individuals.
- Meeting with individuals to evaluate their investment strategies from a tax perspective, sharing information about the impact of tax liabilities on investment returns, and making suggestions to minimize tax costs in new investments.
- Answering individuals' questions about tax issues face to face, by phone or by e-mail
- Providing consultancy on taxation of income from securities and real estate and support in preparation of annual income tax returns.
- Providing consultancy on inheritance and transfer tax issues
- Providing tax and legal consultancy services on succession planning
- Consultancy and legal services on international taxation and the establishment of companies, funds, trusts, etc. abroad or the redesign of existing structures.
- Tax and legal services for the execution of tax audit processes and resolution of disputes that may arise thereafter.
- Providing guidance for the effective execution of tax refund processes