We educate you on the various ways you can make charitable donations to ensure that you do so in a most efficient manner.
We assist you with any filings that may be necessary.
Non-US citizens face complications that US citizens are unaware of. We provide guidance and planning around the various tax differences non-US citizens face compared to US citizens, as well as insight on obtaining a green card or US citizenship.
Other services provided
We offer complementary lifestyle services such as the development of a succession plan that gives your family comfort in knowing all affairs are in order; education planning; the purchase and titling of real estate; and getting the most out of your employee benefits.
We seek to be your sole point of contact for anything to do with your financial life and your go-to for anything that comes up.