Wealth Preservation

Retirement, estate planning, and long-term asset protection take on new dimensions as individuals and corporations think and grow globally.

Chastang & Partners advises clients on a comprehensive range of issues that often face high-net-worth multi-national individuals, their families, and privately held businesses. Our goal is always to structure plans for minimum liability and multi-national tax compliance to achieve the desired results and long-term viability.

Chastang & Partners works with clients (alongside their local experts) who live and/or work abroad on individual tax planning to meet the requirements of multiple governments. Considerations include employment income, estate taxes, rental income, housing expenses, foreign bank accounts, and other taxable revenue sources. Our wealth preservation services include:

Wealth Preservation | Chastang & Partners

  • Estate planning for U.S. citizens with assets in more than one country

  • Advising non-U.S. citizens about U.S. transfer taxes

  • Advising on U.S. reporting requirements for foreign accounts, assets, and interests

  • Minimizing taxes on cross-border wealth transfers

  • Structuring foreign trusts

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Chastang & Partners, LLC is a member of Nexia, a leading, global network of independent accounting and consulting firms that are members of Nexia International Limited. Nexia International Limited, a company registered in the Isle of Man, does not provide services to clients.

Nexia is a leading, global network of independent accounting and consulting firms, providing a comprehensive portfolio of audit, accountancy, tax and advisory services.

Nexia, Nexia International, “we”, “us” and “our” refer to the global network of member firms of Nexia or to one or more member firms or their affiliates.

Nexia International Limited coordinates the Nexia network. It does not provide services to clients.

Nexia International Limited and each member firm are separate and independent legal entities, each of which is responsible for its own acts, omissions or liabilities and not those of any other member of the Nexia network.

Nexia International Limited is a company registered in the Isle of Man, with company registration number: 53513C. Its registered office is at 1st floor, Sixty Circular Road, Douglas, Isle of Man, IM1 1SA.

The trademarks NEXIA INTERNATIONAL and NEXIA, and the NEXIA logo, are owned by Nexia International Limited and are used by the member firms of Nexia under license.