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
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
The Wolf Group is a member firm of the Nexia International network. Nexia International is a leading worldwide network of independent accounting and consulting firms, providing a comprehensive portfolio of audit, accountancy, tax and advisory services. Nexia International also refers to the trading name of Nexia International Limited, a company registered in the Isle of Man, which operates the Nexia International network. Company registration number: 53513C. Registered office: 1st floor, Sixty Circular Road, Douglas, Isle of Man, IM1 1SA. Nexia International Limited does not deliver services in its own name or otherwise. Nexia International Limited and the member firms of the Nexia International network (including those members which trade under a name which includes the word NEXIA) are not part of a worldwide partnership. Nexia International Limited does not accept any responsibility for the commission of any act, or omission to act by, or the liabilities of, any of its members. Each member firm within the Nexia International network is a separate legal entity. Nexia International Limited does not accept liability for any loss arising from any action taken, or omission, on the basis of the content on this website or any documentation and external links provided. The trade marks NEXIA INTERNATIONAL, NEXIA and the NEXIA logo are owned by Nexia International Limited and used under licence. References to Nexia or Nexia International are to Nexia International Limited or to the Nexia International network of firms, as the context may dictate.