Tax Advisory

Expert Tax Insights for Smarter Investment Decisions

We have a deep understanding of transactional tax support and how proper tax planning can impact a return on investment. Getting it wrong can mean the difference between a good and bad investment.

Our approach to digesting complex cross border data sets and presenting that information to clients in a way that is easy to understand and allows quick and intelligent decision making is unparalleled.

Multi-jurisdictional tax plans help global families remain globally tax compliant, while protecting their worldwide assets.

For many foreign family offices and multi family offices indirect investment or co-investment into U.S. operational businesses is a pillar of their investment strategy. Not only do global families face the challenge of complying with various countries’ tax obligations, but they must also determine how to interact with the U.S. tax system without unnecessarily subjecting themselves to high tax rates. Where the U.S. is one piece of the puzzle, global families can turn to ExperityCPA Advisors to cultivate personal, U.S. tax-compliant plans that optimize and preserve their capital.

ExperityCPA also work to safeguard global families’ wealth by working with their trusted advisors in ensuring that their U.S. investments effectively integrate with their foreign estate and succession plans.

ExperityCPA. We protect wealth.

Multi Family Office

At ExperityCPA we provide integrated financial and administrative support for global families who wish to delegate responsibility for all aspects…

Financial Reporting

Having a clear understanding of your family’s global assets and liabilities is critical to any financial decision-making process.


Family office accounting is an essential financial management service that caters to the unique and multifaceted needs of affluent individuals…

Deal Advisory

Since the Global Recession in 2008 there has a dramatic shift of capital away from large financial institutions to fund the establishment & capitalization…

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Need help with your accounting or tax related project or have a any question about our services? We’re here at your support.