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


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

To contact us, call 703.502.9500.

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