International Wealth Planning

Fox attorneys provide sophisticated domestic and international wealth planning and counseling services to clients with cross-border wealth, expat income and foreign investments. This includes outbound tax planning for U.S. citizens and tax residents pursuing international opportunities and inbound tax planning for foreign persons moving to and/or investing in the United States.

We continually monitor changes in the evolving landscape of international, federal and state tax laws, regulations and case law, and integrate that intelligence into our evaluation of businesses’ and individuals’ financial and tax situations. In addition to representing businesses, we represent high net worth individuals, including non-residents, as well as non-citizen residents of the U.S., providing creative, ground-breaking solutions to minimize clients’ U.S. and foreign income and wealth tax exposure. We work with clients who have international bank accounts, foreign pensions, international real estate holdings, international business interests and foreign assets to increase tax efficiency and preserve global wealth.

As attorneys, we can offer clients privileged tax advice. We frequently work side-by-side with other attorneys in the firm versed in corporate, securities, employment, litigation, real estate and family law to form multidisciplinary teams that focus on providing tax efficient alternatives to clients.

Our services include

  • Offshore account compliance
  • Sales of closely held companies
  • Inheritance tax planning
  • Charitable gift planning
  • International income tax planning for foreign-source investment income
  • Retirement tax planning
  • Foreign pension tax planning