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I2 Wealth - Cross Border Planning
I2 Wealth - Cross Border Planning advises globally mobile families on US-international wealth structures, trust design, and multi-jurisdictional tax...
I2 Wealth - Cross Border Planning
I2 Wealth - Cross Border Planning positions itself at the intersection of US and international private wealth, a niche shaped by the compounding complexity of FATCA, PFIC rules, and multi-jurisdictional estate duties. The firm counsels globally mobile families and family offices, with a particular emphasis on pre-immigration tax planning, expatriation strategies, and the structural separation of US-situs assets from foreign trusts. Engagements typically span trust and entity design, cross-border investment-vehicle selection, and intergenerational governance for families whose members hold citizenships or residences in two or more countries. The advisory model is planning-intensive rather than purely investment-driven. The firm's work often begins with a diagnostic review of a family's existing holding structures—offshore trusts, private investment companies, US limited partnerships—to identify treaty exposure and hidden tax traps. From there, I2 Wealth architects restructurings that may involve foreign grantor trusts, compliant deferred-compensation arrangements for international executives, or the strategic use of life-insurance wrappers in treaty-friendly jurisdictions. Reference clients include technology founders relocating to the US before a liquidity event and legacy European family offices acquiring US operating businesses. I2 Wealth draws on a network of specialist counsel across key jurisdictions, coordinating the work of local tax advisors, trust companies, and private bankers rather than deploying internal investment teams. The firm does not publicly disclose its client count or deployment figures, consistent with the private-client nature of its advisory relationships. Its practice sits within the broader I2 Wealth ecosystem, which operates as a multi-family-office platform and is not registered as an investment adviser. A detailed organizational structure, including named principals and founding-year, remains absent from the limited public record. The firm's structural differentiator lies in its singular focus on the US-international boundary as a permanent planning environment, not a one-time relocation event. Where generalist multi-family offices treat cross-border work as episodic project consulting, I2 Wealth makes permanent bilateral compliance the organizing principle of the family balance sheet—an architecture more common among specialized law-firm trusts-and-estates groups than within a wealth-management platform.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What specific cross-border challenges does I2 Wealth address?
The practice focuses on families with members or assets spanning the United States and other jurisdictions. Common engagements involve pre-immigration planning before a family member becomes a US tax resident, structuring foreign trusts to hold US-situs assets without triggering punitive PFIC or CFC rules, and unwinding offshore structures that create adverse US tax outcomes. The firm also counsels on expatriation planning and the interplay of US estate tax with forced-heirship regimes abroad.
Does the firm manage investment portfolios directly?
I2 Wealth operates primarily as an advisory and coordination platform rather than a discretionary asset manager. Public information suggests the firm designs the legal and tax wrappers around assets—trusts, entities, insurance-company structures—and coordinates execution through local counsel and private banks, rather than running internal investment strategies.
Is I2 Wealth a single-family office or a multi-family office?
The firm positions itself as a multi-family office platform, with Cross Border Planning functioning as a specialized practice line within that broader structure. It serves multiple unrelated client families rather than a single wealth creator's estate.
How does the firm handle US pre-immigration planning?
Pre-immigration planning is a core competency. The work typically involves restructuring foreign holdings before a family member establishes US residency, often converting non-compliant foreign trusts into structures that preserve non-US tax benefits while avoiding punitive US PFIC and foreign-trust reporting regimes. Timing these restructurings relative to the residency start date is critical to the advisory mandate.
What jurisdictions does the firm work across?
Engagements span the US and a broad set of treaty and non-treaty jurisdictions. Typical counterparty jurisdictions include common destinations for globally mobile wealth: the United Kingdom, Switzerland, Singapore, Canada, and various EU member states. The specific mix is client-driven and confirmed through retained local counsel in each relevant jurisdiction.
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