Private Client

At Curtis & Alves LLP, we specialize in serving the unique needs of high-net-worth individuals and families, addressing both their personal and commercial interests with precision and care. As trusted advisors, we offer comprehensive counsel, serving as outside general counsel to provide tailored solutions that encompass a broad spectrum of concerns, including business ventures, investments, and wealth succession planning.

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Our approach is rooted in clarity, transparency, and practicality. We act as confidential advisors, offering a holistic perspective and practical guidance across a range of areas such as estate planning, taxation, real estate, and small to mid-sized business structuring.

Many of our esteemed clients have international interests, with assets, businesses, and family ties spanning multiple jurisdictions. In response, we specialize in developing intricate international trust and holding structures to optimize their investments and facilitate seamless asset transfer. Working closely with leading foreign legal counsel, financial advisors and financial institutions, we ensure cohesive strategies that align with our clients & global objectives.

Additionally, we provide expert guidance on international tax compliance matters. Our deep expertise in transfer and income tax enables us to provide comprehensive solutions tailored to our clients & specific circumstances.

Complementing our private client practice, our robust trust and estate practice offers strategic tax planning and succession solutions, along with guidance on trust and estate administration. At Curtis & Alves LLP, our mission is to empower our clients with the knowledge and strategies needed to safeguard and optimize their wealth for generations to come.