Every international move creates tax consequences long before the first airplane ticket is issued. Residency rules, exit taxes, worldwide taxation and reporting obligations begin to shift the moment a family initiates a mobility strategy. At Larson Wealth & Legacy, Pre-Immigration Tax Planning is designed to anticipate—not react to—these exposures.

Our role is to align your global tax position before a single jurisdiction gains dominance over your income, assets or legacy. This proactive architecture allows families to migrate with clarity, efficiency and strategic control.

True mobility is not about relocation. It is about repositioning your wealth before the rules change.

High-net-worth individuals rarely move alone. Their companies, portfolios, trusts, real estate and family structures migrate with them—often without realizing the tax consequences embedded in each asset class.

Our pre-immigration planning integrates United States, European Union, United Kingdom, UAE and Latin American tax systems into a unified migration strategy. Each structure is reviewed, reorganized and optimized before residency shifts occur.

This anticipatory design allows families to enter new jurisdictions with controlled exposure, preserved efficiency and full regulatory alignment.

TAX STRATEGY BEGINS BEFORE YOU ARRIVE

PROTECTING CAPITAL BEFORE IT BECOMES TAXABLE

Once tax residency is established, retroactive planning is no longer an option. Exit taxes, deemed disposition rules, worldwide income taxation and anti-deferral regimes begin to apply immediately.

Our team restructures asset ownership, holding entities, operating companies, intellectual property and investment vehicles before migration occurs. This ensures legal insulation between pre-migration capital and post-migration income streams.

This is not tax avoidance. It is disciplined foresight. Strategic positioning executed before legal triggers become irreversible.

Modern tax systems operate under unprecedented transparency. Automatic exchange of information, beneficial ownership registries and anti-hybrid rules now define the global regulatory environment.

Our Pre-Immigration Tax Planning complies with the highest standards of U.S., EU, UK, UAE and OECD frameworks. Every structure is documented, reported and governed with technical rigor.

We design compliant exits and disciplined arrivals—preserving legitimacy, protecting privacy and sustaining long-term operational freedom.

CROSS-BORDER COMPLIANCE WITHOUT COMPROMISE

MIGRATION IS A DECISION.
TAX CONSEQUENCES ARE A DESIGN CHOICE

The most costly tax mistakes in global mobility are not made after relocation—they are made before it, through omission and lack of strategic planning.

Through Larson Wealth & Legacy, families transform uncertainty into structure, exposure into strategy and transition into opportunity. Pre-Immigration Tax Planning is not an accessory service. It is the foundation of an intelligent international life.

If your next chapter involves crossing borders, your planning must arrive before you do.
We build that bridge with precision.