Practice Details

Private Client/Wealth Management (Cross-Border)

McElroy’s Private Client Services/Wealth Management Group provides unparalleled advice and creative, customized solutions for both non-US tax residents and US tax residents impacting taxation, wealth transfer and succession planning, estates & trusts, business planning and structuring, private foundations and charitable organizations, and immigration.

Our practitioners include attorneys with extensive experience advising global clients on U.S. investments and cross-border transactions to yield optimum results.  Our attorneys have decades of experience in complex, cross-border tax planning for high-net-worth individuals and corporations, including having advised US inbound global entities and leading global financial institutions.

Our attorneys are also educated in both China and top US law schools and knowledgeable of Chinese customs as well as native speakers of Mandarin.  Attorneys in the Firm’s Private Client/Wealth Management Group provide thoughtful representation while being mindful of constantly changing, global tax regimes to ensure that clients are compliant with applicable cross-border reporting obligations.