In today’s global investment environment, personal assets and business interests are often held in and subject to the laws of multiple jurisdictions. High-net-worth individuals and families need coordinated legal and wealth-management counsel that can help maximize and preserve assets across generations, limit tax and other liabilities, protect minor children and dependents, and achieve a wide range of short- and long-term financial objectives.
The presence of our member firms in markets worldwide enables us to better address our clients’ local, national and international needs, provide coordinated solutions, and work directly with governmental and taxing authorities at home and abroad. We understand that every client is unique and faces a distinct set of challenges, opportunities and family dynamics. With this in mind, we work closely with our lawyers from across Ally Law member firms to develop flexible, creative and customized estate plans, wealth management services and income tax strategies.
In addition to their years of work as legal advisors, lawyers from across our member firms possess extensive tax and estate planning training and certifications. For example, a number of our US member-firm lawyers are also Certified Public Accountants (CPAs), many of our Australian colleagues are Accredited Specialists in Succession Law, and hundreds of others hold similar credentials in their home countries. Likewise, member-firm lawyers are active members of the American College of Trust and Estate Counsel, the International Academy of Estate and Trust Law, the Society of Trust and Estate Practitioners, and similar organizations, and many have authored treatises, books and articles on estate planning, wealth management and tax issues.
Our member firms represent entrepreneurs, business owners, executives, high-net-worth and ultra-high-net-worth individuals and families, family offices and their philanthropic initiatives. A majority of our clients have financial, business and familial interests in numerous jurisdictions and require legal counsel with experience and resources in multiple countries.
We work together to deliver local business intelligence and value with global depth and reach.
