Serving International Families



Our core focus is working with international families and family offices. Our broad range of practice areas allows us to add value at all stages of the wealth development and preservation cycle.


US and International Tax Services

Our deep investment, tax, and compliance expertise enable us to provide services that compete with big-four offerings at a fraction of the price.  Our specialised focus on international and cross-border tax structuring and compliance allow us a deep subject matter knowledge of a complex and technical field. 

US Tax Services

With our foundation in the United States and over 15 years of extensive experience in cross-border and international US tax compliance and planning, we are an industry leader in the support of US families residing and investing internationally. 

Our US tax services include:

  • US Tax Compliance (Preparation and Filing)
  • US Tax Planning
  • US Tax Controversy (Audit, Examinations)
  • Voluntary Disclosures (OVDP, Streamlined)
  • US Pre-Immigration Planning
  • US Investment Structuring 
  • Executive Compensation Planning
  • Expatriation

Our international tax services include:

  • International Tax Compliance
  • Tax Structuring and Planning
  • Investment Holding Companies


Family Office Services

Understanding the unique demands of international family offices we provide a comprehensive suite of solutions to address the full life cycle of family governance from tax planning and compliance to multi-generational planning and family office administration.  

We also work extensively with family offices to enter new investment markets, providing due diligence and "matchmaking" services to find suitable peers to invest with. Let us help you leverage our extensive experience in real estate and private equity investing. 

Our family office offerings include:

  • Family Office Organisation and Establishment
  • Trust and Estate Planning (US only)
  • Philanthropic Planning
  • Asset Protection Planning
  • Advisor Screening and Due Diligence
  • Investment Due Diligence (private equity only)
  • Investment Monitoring (private equity only)
  • Family Governance
  • Family Office Administrative Services


Consulting and Immigration*

Our consulting services are generally "open architecture" and are based upon the needs of our clients and our ability to add value. These services are usually designed to leverage our extensive experience in investment banking, due diligence, real estate and private equity investing. 

Common consulting service mandates include:

  • Due Diligence
  • Cross-Border Investment Structuring 
  • Real Estate Investment Monitoring
  • Private Equity Investment Monitoring
  • Forensic Accounting 
  • KYC and Anti-Money Laundering Compliance

Immigration Services*

Interest in immigration and citizenship by investment has grown dramatically over the last 10 years. To address this demand, we have tailored our immigration services to not only support the selection of an immigration program but also support when making the investment.

Our immigration service offerings include:

  • US Immigration by Investment
  • EB-5 Investment Due Diligence
  • EB-5 Investment Monitoring
  • Pre-Immigration Tax Planning
  • Citizenship by Investment 
  • Lawful Source of Funds Reporting

* Important Note: CPS Family Office and/or its affiliates are not a registered law firm in any jurisdiction and do not provide legal services or legal advice.