Our Team


Managing Member & Founder
+1 (212) 256 -1142

Jack has more than 25 years of experience.  He specializes in U.S. tax planning and compliance for non-U.S. families with international wealth and asset protection structures which include foreign trusts, estates and foundations that have a U.S. connection; and foreign companies wanting to do business in the U.S. Jack also specializes in foreign investment in U.S. real property, and other U.S. assets, pre-immigration tax planning, U.S. expatriation matters, U.S. persons in receipt of foreign gifts and inheritances, foreign accounts and assets compliance, offshore voluntary disclosures, FATCA registration, executives working and living abroad and annual reporting.

Jack is a noted expert in his field and has been widely published, in addition to speaking at numerous international engagements, Jack has also been named a Citywealth Top 100 US Wealth Advisor.