+41 44 567 8805 info@anaford.com

Areas of Expertise

Tax Optimization & Planning Strategies

Given the extent and complexity of tax obligations in most jurisdictions today, it is becoming increasingly important for individuals and families to take a more proactive approach to managing, protecting and growing their wealth and assets. Fortunately, there are a multitude of options available to individuals to do this, from exploring different investment structures and diversifying their assets, to simply relocating assets to other jurisdictions.

However, it is important that the suitability of any tax planning strategies be assessed in full consideration of the tax laws and regulations of any relevant jurisdiction, taking into account the status of the financial markets and any potential political changes and other external factors that could affect future tax burdens. For many individuals, it is also important to ensure the protection of their and their families’ anonymity, which can have an impact on tax planning options available.

Our team has a wide range of experience in tax optimization and wealth-planning-related advice in multiple jurisdictions, across all relevant categories of tax. This includes experience in the use of structuring investment vehicles, asset preservation, advice on tax-efficient structures, succession considerations (please see Fiduciary, Trust and Succession Planning for more information) and life insurance solutions. We work closely with our clients, alongside their financial advisors, first to understand the key parameters that are important to achieve their long-term goals, and second to work with them to develop sustainable strategies to grow and protect their assets in line with their agreed objectives.

Our tax optimization advice also extends to clients’ commercial operations and interests. Please see Family Businesses and Corporate Structuring for more information.

 

For any queries or further information, please contact Fabricio Gonzalez or Matthew Ledvina.

Examples of our work include:

Structuring the business and passive investment assets of a large Spanish family by separating the different types of assets in a dual tax efficient scheme in terms of both wealth and succession taxes.

 

Anaford AG
Tödistrasse 53
8002 Zurich
Switzerland

+41 44 567 8805 | Main
+41 44 567 8806 | Fax

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Anaford AG
Rue du Mont-Blanc 3
1201 Geneva
Switzerland

+41 22 544 8890 | Main
+41 22 544 8891 | Fax

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Anaford Abogados
Avda. Diagonal, 601
08028 Barcelona
Spain

+34 937 379 503 | Main

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Anaford Abogados, S.L.P.
Gran V. Marqués d. Turia 67
46005 Valencia
Spain

+34 960 300 075 | Main

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Anaford PLLC*
1401 Brickell Avenue, Suite 420
Miami, FL 33131
U.S.A

+1 305 529 3590 | Main
+1 305 529 3599 | Fax

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(*Practice Limited to U.S. Federal Tax Law)