Multinational Family Tax Planning

Cross-border tax planning for families with assets, members, and interests in multiple countries.

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Families with ties to more than one country face a layer of tax complexity that standard individual planning is not designed to handle. Each situation brings its own reporting obligations, planning considerations, and compliance requirements: 

  • U.S. citizens living abroad carry ongoing U.S. tax and reporting obligations that follow them regardless of where they reside. 
  • Nonresidents with U.S. assets face U.S. tax exposure on income, gains, and estate transfers that can catch families off guard. 
  • Families with members spanning multiple jurisdictions navigate layered compliance requirements across two or more countries, often with conflicting rules. 

Without the right guidance, missing a filing deadline or misunderstanding how a foreign asset is treated under U.S. tax law can carry significant consequences. 

The financial lives of multinational families and technology founders span assets, entities, businesses, and philanthropic activities in multiple countries. BPM has deep experience bringing together cross-border income planning, equity compensation, and international compliance into a single, coordinated strategy. 

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Planning for the Full Scope of Your Cross-Border Life 

The tax obligations facing multinational families touch nearly every dimension of their financial life. We help clients address: 

  • U.S. tax obligations on foreign income and assets 
  • Foreign account and asset reporting requirements 
  • Pre-immigration tax planning for individuals and families moving to or from the U.S. 
  • Estate and gift tax considerations that apply to non-U.S. persons holding U.S. assets or making gifts to U.S. family members 

For families with philanthropic activities in multiple jurisdictions, we help structure charitable giving in a way that achieves your goals across borders while satisfying the requirements of each relevant taxing authority. 

Cross-Border Planning Backed by Global Reach 

Cross-border tax planning benefits from access to perspectives on both sides of the border. BPM works alongside its international network to support clients with U.S. and foreign tax obligations in an integrated way, so your planning doesn’t stop at the water’s edge. If your family’s financial life crosses borders, your tax planning should account for all of it.

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