Residency changes the family's tax perimeter. Plan the capital before the move.
A green card generally brings the holder into the U.S. tax system on worldwide income. For families coming from the Gulf and other low-tax jurisdictions, wealth planning must begin before immigration milestones are reached.
The immigration decision and the capital decision should speak to each other.
Kingsley coordinates tax and legal specialists as appropriate. Investment advice and investment products are provided only through the relevant regulated or affiliated entity and under separate documentation.Residency is a tax event.
The United States taxes its citizens and permanent residents on worldwide income, and its estate and gift tax rules reach worldwide assets. For a family with a business in India or the Gulf, property in the Emirates and investments held through structures in several jurisdictions, the moment residence begins is the moment those rules apply.
Pre-immigration planning is the work of organising a family's affairs in the period before that moment: understanding how existing companies, trusts and holdings will be treated; considering the timing of income, disposals and gifts; deciding when residence should begin for each family member; and arranging reporting so that the first U.S. tax year is orderly rather than a scramble.
None of this is exotic. It is careful sequencing, done early, by people who do it regularly. Kingsley's role is to make sure it happens before the immigration calendar makes it impossible.
Timing of residence
When each family member's U.S. residence begins, and what that means in the year of the move.
Existing structures
How companies, trusts and holdings established abroad will be characterised and reported.
The family business
Ownership, control and succession in an enterprise that remains abroad while part of the family lives in the U.S.
Gifts and estates
The reach of U.S. estate and gift rules over worldwide assets, and what can sensibly be arranged before residence begins.
Eligible families may work separately with two institutions.
Each relationship is established directly with the institution concerned, under its own written agreement, eligibility requirements and regulatory disclosures. Kingsley makes the introduction and keeps the immigration timeline aligned with the planning; it does not provide investment advice.
Swiss Finance Private Wealth Management
An independent investment adviser registered with the U.S. Securities and Exchange Commission, serving individuals and families, and affiliated through common control with Britannica Capital.
- Discretionary portfolio management
- Family-office coordination and reporting
- Manager selection and investment due diligence
- Cross-border planning with relationship tax and legal advisers
Britannica Capital
Private investment management. Strategies are offered separately and privately to eligible investors, with their own suitability, subscription and offering documentation. Nothing on this website describes or offers any investment product.
- Private investment strategies for eligible investors
- Separate eligibility, suitability and subscription process
- Definitive offering documents govern every relationship
Plan before the green card. Invest only after the regulatory relationship is clear.
This separation is deliberate. The family experiences one coordinated private-office relationship, while legal advice, tax advice, investment advisory services and any private-fund subscription remain within the entities and documentation appropriate to each activity.
The planning window opens at the fit assessment and closes when residence begins, which for most families is at the consular interview or on approval of adjustment of status. Between those points there is usually time to do this properly. There is rarely time afterwards.
Important information. This page is descriptive. Kingsley Private Office is not a law firm, an investment adviser or a tax adviser, and nothing here is legal, tax or investment advice. Investment, immigration, tax and legal services are provided through the appropriate entities and licensed professionals under separate engagements.
Swiss Finance Private Wealth Management LLC (CRD 342936) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a particular level of skill or training and does not constitute SEC endorsement. Any advisory relationship with Swiss Finance Private Wealth Management LLC is established only by a written agreement with that entity, on its own terms and subject to its own regulatory disclosures, including its Form ADV.
Britannica Capital is a private investment management firm and is not a registered investment adviser; its strategies are offered privately to eligible investors through definitive offering documents. Nothing on this website is an offer or solicitation to buy or sell any security. Tax outcomes depend on individual circumstances and on the law as it stands at the time.