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This article and this website is for informational purposes only and does not constitute legal advice. This information provided should not be used as a substitute for obtaining legal advice from an attorney licensed or authorized to practice in your jurisdiction. You should always consult a suitably qualified attorney regarding any specific legal problem or matter and not rely on the content of this article. Nothing on this site is intended to create an attorney-client relationship and nothing posted constitutes legal advice. We cannot guarantee that the information is accurate, complete or up-to-date.

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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.