I2 Wealth - Cross Border Planning

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.

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.

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.

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.

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.