International Private Client Services

The Wolf Group’s International Private Client Services offers the integration of international tax, wealth management, and financial planning services to select individuals and families.  Multinational individuals and families with income and assets in multiple jurisdictions often feel overwhelmed with the complexity and difficulty in managing their wealth, complying with various tax regimes and dealing with numerous financial professionals and attorneys.  We can help.  We will act as your coach, team quarterback and chief advocate in marshaling all services and resources required to meet your needs.  We can provide a “big picture” solution which covers all important aspects of your life and your family, now and in the future.

International Private Client Services

  • Wealth Management Services
  • Integrated U.S. Domestic and International tax consultancy
  • U.S. Income Tax Return and Estate Tax return Preparation
  • Holistic Financial Planning
  • Pre-Retirement Tax and Wealth Management Planning
  • Pre-Immigration Tax and Wealth Planning
  • U.S. Domestic and Foreign Trust Tax Compliance
  • IRS and State Tax Controversy Services

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Who We Serve

  • U.S. domestic individuals and families
  • Internationally based families with investments in multiple jurisdictions and tax residency in multiple jurisdictions.
  • International organization employees and retirees
  • Non-U.S. citizens relocating to the United States
  • U.S. citizens living overseas
  • U.S. citizens or residents who are beneficiaries of foreign trusts and who will receive gifts or inheritances from non-US persons
  • Trustees of trusts with U.S. grantors or U.S. beneficiaries who need tax return compliance assistance
Schedule a Consultation
Schedule a Consultation

If you would like to schedule a consultation, please complete this form and we will contact you. Or you may call us at 703.652.1701

First Name

Last Name

Email Address

Phone Number

Employer

Visa status

What is your estimated annual household income?

Do you have any foreign financial accounts (checking/saving accounts, investments, insurance, etc.)?

Do you have an interest in a foreign account that may be deemed to be equivalent to a mutual fund or that holds mutual funds?

What is the amount of your estimated assets? (including Employer Sponsored Accounts, Personal Retirement Accounts, Non-Retirement Accounts, Cash, Money Market, CDs)

Do you anticipate any of the following transitional events in the next 5-10 years? (please feel free to elaborate in the text box)

No
Expected Gift/Inheritance
Retirement
College Funding
Moving Overseas
Other

Please list out any areas of concerns that you’d like us to assist you with. Please feel free to discuss your financial goals as well.

To contact us, call 703.502.9500.

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