Private Clients

Brix + Partners LLC serves high net worth individuals (HNWI) and ultra-high net individuals (UHNWI) with personal or economic interests in the United States, including:

  • Individuals subject to worldwide taxation in the U.S.

  • Individuals subject to non-resident taxation in the U.S.

  • Family offices

  • Trusts and estates 

  • Family foundations

 

Tax Planning

  • International tax planning and the application of double taxation agreements (DTAs)

  • Tax optimization

  • Optimization of state tax

  • Structuring of private investments

  • Investments in venture capital and private equity

  • Pre-immigration planning

  • Exit tax planning

  • Succession planning and transfer of assets by way of gift or inheritance

 

Memoranda, Opinions and other written advice

  • Tax advice and opinions on income from foreign trusts (foundations)

  • Tax advice and opinions on contracts for the acquisition of assets (real estate, art, etc.)

  • Tax advice and opinions on agreements in the event of marriage and divorce

  • Tax advice and opinions on moving to, or departing from, the U.S.

 

Comprehensive Tax Services

  • Pre-immigration planning and restructuring

  • Advice on and negotiation of transactions

  • Advice on the establishment of family foundations

  • Advice to family foundations on distributions to U.S. beneficiaries

  • Probate disputes

  • Estate administration

 

Compliance

  • Preparation of income tax returns at the federal, state and local levels

  • Determination of estimated tax payments, and withholding tax on business and investment income

  • Analysis of disclosure obligations in the case of direct, indirect, and constructive ownership in foreign holdings; disclosure on the respective tax returns

  • Preparation of gift and estate tax returns on the federal and state levels

  • Compliance with other regulatory information, registration, and approval obligations

 

Audit, Examination and Tax Controversies

  • Responding to tax notices

  • Responding to information requests from the tax authorities

  • Support with tax audits

  • Administrative and  court tax proceedings, tax criminal proceedings

  • Voluntary disclosures

  • Private letter rulings

  • Competent authority procedures