Navigating the complexities of international wealth management requires a strategic, cross-border approach to preserve and grow the value you create. Whether establishing a family office, planning for succession or managing assets across multiple jurisdictions, guidance from advisors who bring clarity to international tax, compliance and trust and estate matters is essential.

Grassi’s International Private Client Services team combines this expertise with a collaborative, people-centered approach. We work alongside globally minded individuals and families to align wealth strategies with personal and family goals, so you can focus on preserving your legacy and achieving your aspirations.

Our Services:

Our services are designed to address the unique challenges of managing wealth across borders, including:

• Income tax planning and compliance, including pre- and post-immigration strategies, exit planning, assistance with delinquent filings and treaty analysis, integrating tax with trust and estate considerations
• Estate and succession planning to build and preserve wealth through inheritance tax strategies and cross-border estate expertise
• Trust taxation, administration and planning to ensure international structures are properly managed and achieve their intended protections