Ora private

International Tax Planning

Effective international tax planning is essential to long-term wealth preservation. We work closely with your preferred advisors to ensure structures remain efficient, compliant, and aligned with evolving regulations. Our role is to offer guidance, anticipate potential challenges, and help you make informed decisions  that support your broader financial and legacy goals.

International Tax Strategy

High-level guidance on structuring assets and income to navigate cross-border tax implications.

Pre-Migration Tax Planning

Support for clients relocating or obtaining new residency or citizenship.

Structure Reviews & Risk Assessments

Periodic reviews to ensure alignment with current and anticipated tax obligations.

Coordination with Global Tax Advisors

Working in sync with your legal and tax counsel to ensure consistency and efficiency.

Reporting & Disclosure Guidance

Helping clients stay compliant with complex reporting requirements across jurisdictions.

Legacy International Tax Planning

Planning for the long-term impact of inheritance, gift, and estate tax exposures.

How can we help?

The professionalism and the collaborative nature of the Ora team have yielded nothing but positive experiences for my clients who have worked with them. My partnership with them has undoubtedly been a benefit to our firm.

Brandon Avergon , President, Rampart Consulting Group, Boston, MA

During one of the most delicate and emotionally charged moments for a family, following the passing of a loved one, Ora Partners demonstrated an extraordinary level of professionalism, empathy, and diligence.

Geoffrey Lee , Principal, Legato Law, Los Gatos, California

I have worked with Ora Partners on several complex cross-border structures and have been impressed with their deep industry knowledge and experience. Their team has consistently delivered timely service with the precision and expertise my discerning clients require.

Stephen Speiser , Managing Partner, The Speiser Law Firm, P.A. West Palm Beach, Florida

28/12/23

Cook Islands Trust