Private Family Office Services
A Single Point of Command
for Your Global Financial Life
Your family's financial life may be global - but it doesn't have to be overwhelming. The International Family Office brings together tax strategy, entity management, wealth structuring, and compliance oversight under one coordinated team. No more juggling advisors across jurisdictions. No more wondering if the pieces fit together. Just seamless, sophisticated support for families who require it.
This service is currently available by invitation only.
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When Standard Advisory Isn't Enough
Your wealth spans borders
You've built significant wealth across multiple jurisdictions.
You have entities in several countries, investment accounts with various institutions, international real estate holdings, and family members living in different parts of the world.
Nobody sees the full picture
A US tax preparer who doesn't fully understand your foreign structures. An attorney in one jurisdiction who doesn't coordinate with counsel in another. Investment managers who optimize for returns without considering tax implications. Estate planners who designed documents years ago that no longer reflect your current situation.
You've become the project manager
You have capable advisors - each with their own specialty. But no one is responsible for the full picture. Nobody is ensuring the pieces work together. That responsibility has quietly fallen to you, and managing a finance team was never supposed to be your job.
The International Family Office exists to change that.
A single coordinated team that understands your complete global financial picture.
What's Included
What This Service Provides
US Federal, State, and International Tax Filings
We handle all tax filings with full awareness of your global structure, coordinating directly with your tax teams in other jurisdictions to ensure consistent, compliant reporting.
Foreign Entity and Trust Oversight
We maintain oversight of foreign entities, trusts, and investment structures - ensuring nothing falls through the cracks and all reporting requirements are met.
Consolidated Global Reporting
You receive comprehensive reporting across all global assets, entities, and investments with clear visibility into your complete financial position.
Cash Flow Monitoring
We monitor cash flow for both family and operating entities, coordinating with your investment managers and fiduciaries to ensure financial decisions align with tax and estate planning objectives.
Entity Formation and Restructuring
We provide guidance on entity formation, restructuring, and jurisdictional strategy, supporting family investment companies, holding companies, and partnerships.
Tax-Optimized Planning
All planning is aligned with both US and foreign tax rules to optimize your long-term position and minimize global tax exposure.
Multi-Jurisdiction Compliance Tracking
We track deadlines and compliance obligations across every jurisdiction where you have exposure, ensuring nothing is missed.
Regulatory Reporting
We handle FATCA, FBAR, PFIC, and the full alphabet of international compliance reporting. We monitor developments in international tax law and proactively recommend adjustments.
Strategic Advisory Access
You have direct access to Alex and senior advisors for strategic discussions on major financial decisions: real estate purchases, cross-border moves, business transactions, and inter-family transfers.
Professional Coordination
We coordinate with your attorneys, bankers, and investment professionals so you don't have to. Secure document storage and information flow management keeps everything organized and accessible.
Comprehensive Tax & Compliance Management
Complete oversight of your global tax obligations and reporting
Holistic Financial Oversight
Consolidated reporting and strategic coordination across all assets
Entity & Wealth Structure Management
Strategic guidance on entity formation and jurisdictional optimization
Risk Management & Compliance Monitoring
Proactive oversight of deadlines and regulatory requirements
High-Touch Advisory & Concierge Support
Direct access to senior advisors and comprehensive coordination
How We Secure International Wealth
1.Discovery & Global Asset Assessment
We begin with a comprehensive intake to understand your complete worldwide financial picture - assets, entities, family circumstances, and cross-border considerations. This creates the foundation for everything that follows.
2.Goal-Setting & Strategy Session
We meet to review your current structure, clarify personal and family objectives, and establish the tax, estate, and financial priorities that matter most.
3.Structuring Blueprint & Roadmap
Our team develops a tailored plan that outlines your desired end-state structure, tax benefits of the proposed approach, entity design and jurisdictional considerations, and a step-by-step implementation roadmap. This blueprint shows not just where you're going, but why it's the most advantageous path for your family.
4.Personalized Implementation
Every family's situation is unique, so implementation varies significantly. We manage the entire process, which may include forming or restructuring US and foreign entities, coordinating asset transfers, banking, and compliance, designing ownership and estate planning structures, and integrating tax, legal, and financial strategies across jurisdictions. Some work is handled entirely by our internal team. Other elements require collaboration with outside specialists. In all cases, we lead and coordinate from start to finish.
5.Collaboration With Vetted Global Experts
When specialized expertise is needed, we bring in trusted partners: trust and estate attorneys, non-US legal and tax professionals, immigration attorneys, investment and wealth advisors, and banking and compliance specialists. We remain the central point of contact and project manager throughout. You never have to juggle multiple advisors on your own.
6.Ongoing Management & Support
Once your structure is in place, we continue to oversee and support it with annual and quarterly reviews, ongoing tax and compliance oversight, structural adjustments as circumstances evolve, and access to curated international investment opportunities through vetted partners. Our goal is continuity, clarity, and complete support - so your family can operate confidently across borders with a team that understands the full picture.
Who This Is For
The International Family Office is designed for families with:
Significant assets across multiple jurisdictions requiring coordinated oversight
Complex entity structures including foreign corporations, trusts, and holding companies
Family members in different countries with varying tax residency and estate planning needs
Active investment portfolios that span borders and asset classes
A desire to consolidate advisory relationships under one coordinating team
The resources to invest in premium, high-touch support
This service requires meaningful commitment
- This is not a service for everyone. It requires financial investment from you and substantial dedicated resources from our team.
Explore Our Other Packages
Not sure this package is the right fit? Check out our other service offerings designed for different needs and business stages.
Current Availability
The International Family Office is currently offered by invitation only as we carefully expand this practice area.
We limit the number of families we serve to ensure every engagement receives the attention and resources it requires. New clients are invited on a case-by-case basis from our existing clients or recomendation.
If you believe this service aligns with your family's needs, we welcome your inquiry - and may be able to help you with our other services.