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Wealth Management

In today’s world, may international and US clients wish to transfer assets to secure locations or to more trustworthy advisors. Urban Thier & Federer, P.A. assists clients with regards to observing the applicable tax and reporting laws and ensure compliance with applicable regulations. In partnership with international CPA firms, we set up entities and structures, which optimize control over and taxation of these assets, in strict compliance with international and in particular US laws. Many of our clients wish to set up trusts or holding entities in the US, to structure wealth transfers to the next generation and to eliminate cumbersome probate proceedings. UTF sets up such entities, and oversees compliance by a trustee or manager with the rules set by the settler, the creator of the trust, or by the founder of a holding entity.

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