Tax Planning for Ultra-High Net Worth Family Residing in Central America

Ultra-High Net Worth Family

Representation of members of ultra-high net worth family residing in Central America. Created trusts in the Caribbean and the U.S. for the matriarch and her children which incorporate U.S. tax planning for the matriarch's children and grandchildren, who are, or may become, U.S. citizens or residents.

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Hal J. Webb

Hal J. Webb

Partner
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Experience
Representation of equity investor in its successful bid for the deployment of the Red Compartida wholesale broadband network, an approximately $7 billion public-private partnership with the Mexican Secretariat of Communications and Transportation.
Experience
Advised $5 billion hedge fund on synthetic investment, through total return swap, in publicly-traded REIT to avoid withholding tax on distributions to fund’s foreign feeder.
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