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Services
for High-Net Wealth Families
Our approach to the management of earnings from family wealth is similar to the management of a business. Lataxnet begins with the concept that every relation must be managed by a professional, who is responsible for understanding the family’s whole tax situation and financial profile. This professional supervises the investment, tax, estate planning and administrative tasks that high net-worth families confront on a daily basis. Dedicating professional resources to each client relationship permits Lataxnet to ensure that their clients’ overall financial goals and objectives are achieved, and that all aspects of the relationship are working toward the clients’ advantage.
We advise on effective and tax-efficient methods for the distribution of assets over the course of or subsequent to our client’s life, using sophisticated structures that include trusts and other options.
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