Estate & Tax Structuring
Cross-border estate planning and tax strategy, prepared with the rules of each relevant jurisdiction in view.
Enquire →Cross-border wealth management · Asia and the United States
Wealth across borders,managed as one.
JC Wealths advises high-net-worth individuals and businesses with interests in Asia and the United States. We coordinate wealth migration, planning, banking, investments, and trust and estate matters, and we see each plan through to execution.
Clients with assets in more than one country often work with separate advisers in each. We coordinate that work as a single engagement.
50+
Years of combined experience
07
Cities across the U.S. & Asia
07
Specialist disciplines in our network
04
Affiliated partner firms
01The challenge
Where cross-border plans break down.
When advisers in different jurisdictions work separately, costs rise and timelines lengthen. Some risks go unnoticed because no single adviser is positioned to see them.
- 01
Fragmented advisory
Lawyers, accountants and bankers in different countries each see only part of the client's affairs.
- 02
Regulatory friction
Each legal system has its own reporting obligations, and they rarely align.
- 03
Tax inefficiency
A structure that works well in one jurisdiction can create tax exposure in another.
- 04
Execution gaps
Recommendations stall when no one is responsible for implementing them.
02Services
Our services.
One firm is accountable for the result in each jurisdiction involved.
03Why JC Wealths
Coordinated execution across jurisdictions.
Rather than referring clients elsewhere, we carry out the plan through a network of specialists we work with directly, and we manage that work from start to finish.
Typical arrangement
ClientLegalAccountingReal EstateInsurance
Each adviser works separately, and each hand-off adds cost and delay.
With JC Wealths
- Client
- JC Wealths
- Integrated execution
One firm is accountable for the result, which saves the client time and money.
Our specialist network
JC Wealths
Coordinates all of the above
Legal Counsel
Cross-border regulatory matters
Tax & Accounting
International tax and reporting
Private Banking
Coordination with client banks
Insurance
Risk management
Financing & Loans
Lending and capital structures
Real Estate Advisory
Property held in more than one market
Fund Managers
Investment management
04Locations
Where we work.
Partner firms
- JC & Associates, United States ↗
- JC Doan, Korea ↗
- JC & Associates, Vietnam
- JC & Associates, Japan
- Los AngelesUnited States
- IrvineUnited States
- HoustonUnited States
- SeoulKorea
- TokyoJapan
- Ho Chi Minh CityVietnam
- HanoiVietnam
05Insights
Recent insights.
Contact
Speak with an adviser.
info@jcwealths.comTell us where your family and assets are today and where you would like them to be. An adviser will respond to discuss next steps.
Phone
+1 (213) 760-2309