Wealth Transfer Planning
Welcome to THEVOZ & Partners, your trusted partner in International Estate Planning. Our esteemed law firm specializes in providing comprehensive, advanced tax planning services to individuals with assets in multiple countries and estate lawyers seeking expert guidance on international tax matters. With our deep understanding of international tax regulations and extensive experience in tax planning, we empower clients to navigate the complex landscape of estate taxes, develop effective strategies, and minimize their tax liability.
Preserving Your Legacy, Empowering Future Generations
At THEVOZ & Partners, we understand that wealth transfer is not merely about transferring assets but also about preserving your legacy and empowering future generations. Therefore, our wealth transfer planning services are designed to help you establish a robust framework that ensures the smooth transition of your wealth while aligning with your values, goals, and aspirations.
Navigating the Complexities of International Wealth Transfer
In an era of global interconnectedness, international wealth transfer brings forth a unique set of challenges. Our experienced team possesses in-depth knowledge of international laws, regulations, and cross-border planning strategies, allowing us to navigate the complexities of transferring wealth across multiple jurisdictions. Whether you are an individual client with assets in different countries or an estate lawyer seeking assistance with international wealth transfer matters, we provide tailored solutions that maximize the efficiency and effectiveness of your wealth transfer plan.
Comprehensive Analysis and Tailored Strategies
We recognize that every client's unique situation requires a personalized approach to wealth transfer planning. Therefore, our skilled professionals comprehensively analyze your assets, financial goals, family dynamics, and philanthropic aspirations. Then, considering your circumstances, we develop tailored strategies that address your wealth transfer objectives while minimizing tax implications, preserving family harmony, and achieving long-term financial security for your beneficiaries.
Estate Planning and Trusts: Building a Solid Foundation
At THEVOZ & Partners, we leverage the power of estate planning and trusts to facilitate the seamless transfer of your wealth. Our experienced attorneys work closely with you to develop a customized estate plan that reflects your intentions and protects your assets. We assist in creating wills, establishing trusts, and implementing other legal mechanisms that allow for efficient and effective wealth transfer according to your wishes. In addition, our expertise in international estate planning ensures that your plan accommodates the complexities of multiple jurisdictions, ensuring a smooth transition of assets across borders.
Innovative Strategies and Structures
Wealth transfer planning extends beyond traditional estate planning and trusts. Our team explores innovative strategies and structures to optimize your wealth transfer plan. From limited family partnerships and charitable foundations to specialized vehicles like dynasty trusts and private trust companies, we guide you through various options that align with your goals. Utilizing these sophisticated tools, we help you create a legacy that transcends generations and makes a lasting impact.
Continuous Review and Adaptation
As your circumstances evolve, so too should your wealth transfer plan. We recognize the importance of regular review and adaptation to align your plan with your current goals and objectives. Our team provides ongoing monitoring of changing laws and regulations and periodic reviews of your wealth transfer strategy. We collaborate with you to make necessary adjustments, seize new opportunities, and proactively address any potential challenges that may arise.
Confidentiality and Trust: Your Wealth Matters in Safe Hands
At THEVOZ & Partners, we understand the significance of confidentiality regarding your wealth and personal matters. Therefore, we treat all financial and personal information with the utmost discretion and professionalism, ensuring the highest data security standards. In addition, our commitment to building trusted relationships with our clients is at the core of our practice, and we strive to foster an environment of trust and integrity in all our interactions.
Partner with THEVOZ & Partners for International Wealth Transfer Planning Excellence. When transferring your wealth and establishing a legacy that will endure, trust THEVOZ & Partners to provide unrivaled expertise and support. Our proficiency In International Estate Planning and our dedication to client-centered service ensure that your wealth transfer needs are met with professionalism and strategic insight.
Olivier Thevoz
Partner and Founder
Stephen M. Tannenbaum
Partner
Olivier Francioli
Partner
Fabrice Kuhn
Partner
AN EXPERIENCED TEAM AT YOUR SERVICE
THEVOZ & Partners has an experienced team that is resolutely devoted to protecting the interests of its clients. The firm's attorneys are committed to maintaining the highest level of expertise in their fields of activity and are continuously developing their professional and technical skills by participating in seminar courses and staying informed of the most recent legal literature. They publish scientific articles and participate in specialized conferences.
LATEST ARTICLES
THEVOZ & Partners is an international law firm best known for its practice in international tax, civil litigation, and business transaction structuring. We are committed to providing our clients with tailored and competent services.
New York
1239 Broadway
Suite 1005
New York, NY 10001
Phone +1 (315) 201-2230
Swiss Office
Rue Etraz 4
Case Postale
1002 Lausanne
Phone +41 (0)58 255 06 70
Texas
9020 North Capital of Texas Highway Building II, Suite 280
Austin, TX 78759
Phone +1 (737) 304-6655
Hawaii
Topa Financial Center
700 Bishop Street, Suite 2100
Honolulu, HI 96813
Phone +1 (808) 755-3355
Phone