Founder & Executive Advisory

Private Clients Founder &
Executive Advisory

Integrated cross-border tax, legal, and wealth structuring for founders and C-Suite executives with international lives.

30+ Jurisdictions

15+ Years Experience

F500 Client Portfolio

3 Global Offices

“Your company has a CFO. As a founder, you rarely have the equivalent for your personal financial position.”

The Challenge Cross-border success creates
cross-border complexity.

Service Areas What We Cover

Personal Tax & Compliance Multi-jurisdiction filings, treaty optimization, FBAR/CRS reporting.

Equity & Compensation Stock options, RSUs, carried interest — optimized across jurisdictions.

Asset Protection & Estate Trust structures and creditor protection — built before the event.

International Relocation Exit tax, residency strategy, and compliance — mapped before you move.

Corporate Governance Board advisory, fiduciary duties, and D&O exposure across boards.

Compensation Architecture Executive contracts and deferred compensation for cross-border efficiency.

Who This Is For Built for decision-makers
with cross-border lives.

Cross-Border Founders Entrepreneurs with equity, assets, and accounts spanning multiple jurisdictions.

C-Suite Executives Executives negotiating packages, relocating, or managing equity across borders.

Serial Entrepreneurs Founders approaching liquidity events needing pre-sale tax optimization.

Family Business Leaders Next-generation executives balancing ownership and management across jurisdictions.

Ready to Align Your Personal Strategy? Confidential consultation with our Managing Partner. Schedule a Consultation