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Private Client Services Partner Thomas Giordano-Lascari was featured in Mr Family Office discussing how strategic planning around residency and jurisdiction can help families minimize tax exposure and preserve wealth across generations.

Excerpt:

“Strategic residency planning can achieve some of the most powerful tax savings for the mobile ultra-high net worth family, especially in advance of large liquidity events. Although less relevant for U.S. citizens, low-tax jurisdictions with robust legal systems can often serve as a family’s home base. Careful annual planning can allow for presence in higher tax jurisdictions without triggering tax residence and allowing wealth to accumulate for future generations.”