CB
International Practice

Cross-Border
Legal Planning for
the Globally Connected.

When your life, business, or family spans multiple countries, your legal and tax planning must keep pace. Sophisticated cross-border counsel for families, founders, and institutions operating across jurisdictions worldwide.

How We Work

Our Cross-Border Engagement Framework

International planning is not a product — it is a process.

01
Discovery & Situation Analysis

A comprehensive review of your tax residency, citizenship, domicile, asset locations, entity holdings, and family structure across every relevant jurisdiction. No strategy is built without a complete foundation.

02
Structure Design

We select optimal jurisdictions and entity types — trusts, foundations, LLCs, corporations — and design the strategic blueprint tailored to your objectives, tax profile, and family circumstances.

03
Implementation
We coordinate the full professional team — foreign counsel, international CPAs, private bankers, and trust companies — to execute the plan with precision and ensure every element is properly documented and funded.
04
Ongoing Compliance & Maintenance

Cross-border structures require annual attention — FBAR filings, Form 3520 reporting, and periodic review as laws change. We provide ongoing counsel and coordinate with your accounting team year after year.

Related Planning

Explore Cross-Border Planning in Depth

01

Pre-Immigration Tax Planning

Planning before you become a U.S. tax resident — stepping up basis, restructuring foreign entities, and positioning your estate while the window is still open.

02

Expatriation & Exit Tax

For those leaving the U.S. tax system — understanding the covered-expatriate tests, the exit tax, and the planning that must be done before you go.

03

Offshore Asset Protection

Many cross-border clients also protect their wealth through offshore structures. Explore the leading jurisdictions and how they fit into a coordinated, compliant plan.

Your World Doesn't Fit
in One Jurisdiction.
Neither Should Your Plan.

Schedule a confidential consultation. Our engagements begin with a thorough analysis — not a template.