The firm advises high-net-worth individuals, families, and their advisors on a range of sophisticated tax structuring matters. Our work is concentrated in areas where the legal and economic analysis genuinely matters — where small structural choices materially change outcomes, and where coordination across counsel, accounting, and trust advisors is essential.
Our most active tax structuring practice involves private placement life insurance — the structuring, compliance review, and trust integration of PPLI policies for high-net-worth and ultra-high-net-worth clients, including offshore policies issued by carriers domiciled in Barbados, Bermuda, and the Cayman Islands.
→ Read more about our PPLI practiceThe firm also takes on selected engagements in adjacent areas where our analytical and structuring approach is suited to the work:
We accept these engagements selectively, based on fit with our practice and the existing advisor team. Inquiries should describe the matter at a high level so we can determine whether we are the right firm for the work.
To discuss a tax structuring engagement, please contact the firm directly.