High-net-worth individuals, business owners, investors and their families
High-net-worth families and individuals face a complicated mix of tax issues that can be managed and mitigated by progressive planning.
Now is the time to take professional advice and in doing so help secure your future – and that of your family – for years to come. Whether it’s advice on significant lifestyle changes such as an international move, an inheritance receipt, helping your children buy their first home, or if you simply want to ensure that your tax affairs are properly managed, Premier Tax & Advisory can help.
Based on a broad range of tax knowledge and experiences, we will bring creative thinking and provide comprehensive tax planning to help clients meet their goals with the highest standards of objectivity, integrity and professionalism.
When you are accumulating wealth, it’s not just how much you make but how much you keep that matters. We offer comprehensive tax planning to help our clients increase after-tax returns on private wealth. Whatever the primary source of wealth—private companies, real estate, stock-based compensation or financial investments—we will help you manage the wide array of taxes that can affect your wealth across generations and develop integrated strategies for accomplish your goal. We objectively evaluate tax implications so that you can make effective decisions. We provide unique and customized tax solutions designed for the special needs of you and your families.
Furthermore, we have professional networks with experienced lawyers and financial planners who work together to develop well-designed plans and deploy asset protection and succession strategies.
Examples of our services
■ Private wealth
- One-on-one meetings to review the family situation and family wealth and discuss short-term and long-term family goals
- Tax advice for asset portfolio formation
- Mid/-long-term plan for wealth transfers to future generations
- Determine and control the distribution of assets to each heir
- Effective use of trust and foundation
- Periodic reviews and adjustments of the implementation of the planning
- Manage and mitigate inheritance tax liabilities in the future
- Communication with the tax authorities on your behalf
■ Business succession
- One-on-one meetings to review the business and prior-year tax returns and discuss short-term and long-term business and personal/family goals
- Development of business succession structure to minimize future tax liabilities and tax exposures
- Measures for lower the taxable values of shares
- Tax effective transfer of shares to successors
- M&A and reorganization of family business
- Form a holding company for family business
- Effective use of tax-efficient business succession regime
- Business exits including selling, management buyout or employee ownership
- Periodic reviews and adjustments of the implementation of the planning
- Communication with the tax authorities on your behalf
Service List