Challenge: A prominent family-owned business in Asia sought to expand into the U.S. and Europe while ensuring efficient ownership structures and long-term governance.

Solution:

• Advised on a holding company structure to optimize tax efficiency and facilitate future expansion.

• Established a governance framework to protect family interests across multiple jurisdictions.

• Assisted with regulatory compliance and operational setup in new markets.

Outcome: The family successfully expanded its operations while maintaining asset protection, tax efficiency, and long-term business continuity.

Challenge: A high-net-worth family with diverse investments across Asia, Europe, and North America needed to restructure its assets for better control, risk management, and estate planning.

Solution:

• Consolidated assets into a strategic holding structure to simplify governance.

• Advised on trusts and family foundations to preserve wealth across generations.

• Implemented cross-border tax planning strategies to minimize exposure and ensure compliance.

Outcome: The family achieved a streamlined, tax-efficient structure that supports wealth preservation and intergenerational succession.

Challenge: A founder of a high-growth business was preparing for a major liquidity event through an IPO and needed strategic tax planning to optimize the exit.

Solution:

• Designed a pre-exit restructuring plan to defer and minimize tax liabilities.

• Implemented a family wealth structure to reinvest proceeds efficiently.

• Coordinated with international tax advisors to ensure compliance across jurisdictions.

Outcome: The founder successfully exited the business while maximizing post-tax wealth and securing a long-term family investment structure.

Challenge: A family with members residing in multiple countries needed a cross-border estate and succession plan that aligned with tax laws in their respective jurisdictions.

Solution:

• Advised on multi-jurisdictional estate planning to prevent tax inefficiencies and legal conflicts.

• Structured offshore holding entities and trusts to manage global assets.

• Developed a succession plan ensuring seamless wealth transfer while preserving family control.

Outcome: The family secured its legacy, ensuring wealth continuity, asset protection, and compliance across multiple tax systems.