Cross-border planning coordination
When your financial life involves more than one country, planning requires coordination between jurisdictions, advisors, and legal systems — not just a strategy that works in one place.
Key Offerings
US-India tax treaty planning
We apply DTAA provisions to eliminate duplicate taxation on foreign-sourced income, capital gains, and estate transfers — coordinated across both US and Indian tax obligations.
NRI account structure review
We review NRE, NRO, and FCNR account positioning, entity ownership, and investment structures to ensure each asset is held in the right legal and tax form for your situation.
PFIC and FBAR compliance integration
We factor PFIC rules, FBAR filing requirements, and FATCA obligations into every planning recommendation — ensuring that compliance consequences are understood before action is taken.
Cross-border estate and succession
We coordinate with India-based legal counsel to ensure succession, nomination, and power-of-attorney structures are valid and consistent across both legal systems.
Repatriation and liquidity planning
Strategic planning around FEMA repatriation limits, NRO-to-NRE transfer mechanics, and the tax consequences of bringing Indian capital back to the US — or deploying US capital into India.
Ready to discuss cross-border planning coordination?
Our advisors will explain how our capabilities apply to your specific situation — honestly and without obligation.
- Non-Resident Indians living and working in the United States
- US citizens with significant assets or income in India
- Families with inheritance, real estate, or business interests across countries
- Clients managing cross-border succession and transfer planning
The case for
acting now
The intersection of two complete tax systems — each with its own rules, treaties, compliance forms, and reporting requirements — creates a planning environment that uninformed advisors consistently navigate incorrectly. A single wrong structure — an Indian mutual fund classified as a PFIC without a timely election, an undisclosed foreign account — can generate penalties that dwarf the planning cost many times over.
01
Cross-border audit
We map all assets, income sources, accounts, and structures across jurisdictions — identifying what exists, where it is held, and what the current compliance position is.
02
Strategy development
We develop an integrated strategy that addresses the tax, reporting, and ownership structure across both sides of the border simultaneously.
03
Specialist coordination
We coordinate with India-based chartered accountants and US international tax counsel — ensuring that strategy and execution are aligned across both legal systems.
04
Ongoing planning
Cross-border rules change frequently. We monitor FEMA limits, treaty provisions, and compliance requirements and reach out when action is warranted.
Tax reduction strategies
Planning around income, equity compensation, charitable giving, trusts, and liquidity events.
Concentrated-risk management
Practical diversification strategy when too much wealth sits in one business, stock, or sector.
Liquidity-event planning
Preparation before and after business sales, recapitalizations, and major balance-sheet changes.
Estate and trust coordination
Making sure your documents, ownership, beneficiaries, and family goals still fit.
Integrated wealth strategy
Bringing taxes, investments, protection, family planning, and implementation into one framework.
Start with a conversation
Good advice begins with understanding. We start by listening carefully, asking the right questions, and helping you clarify what matters before any recommendations are made.