Family Offices
Comprehensive tax strategy for single and multi-family offices. We protect and preserve multi-generational wealth through coordinated planning across all family entities.
Wealth preservation across every generation.
Family offices demand tax advisors who understand both the complexity of sophisticated wealth structures and the human dynamics of multi-generational families. We bring both—delivering coordinated, confidential, and comprehensive tax strategy.
From trust administration to cross-border family planning, we manage every tax dimension of the family enterprise with the care and precision that enduring family wealth requires.
How we serve family offices
Integrated tax services across all family entities, structures, and generations.
Multi-Generational Planning
Develop comprehensive wealth transfer strategies using trusts, family limited partnerships, GRATs, and other structures to minimize estate and gift taxes across generations.
Consolidated Reporting
Unified tax reporting across all family entities—operating businesses, investment vehicles, trusts, and individuals—providing a clear picture of total family tax position.
Trust Tax Administration
Ongoing tax administration for revocable and irrevocable trusts, charitable trusts, and dynasty trusts. Accurate income allocation, K-1 preparation, and fiduciary compliance.
Private Foundation & DAF
Establish and administer private foundations and donor-advised funds. Navigate excise taxes, distribution requirements, and self-dealing rules to protect charitable structures.
Operating Business Integration
Coordinate the tax strategy of family operating businesses with personal and trust structures to minimize overall tax burden and facilitate succession planning.
Cross-Border Family Planning
Manage US tax obligations for family members with international connections. Handle FBAR, FATCA, foreign trust reporting, and dual-status filings across family members.
Get comprehensive family office tax advisory — protecting wealth across every generation.
Get StartedExplore our tax services
Built for families who think in generations.
The greatest families build wealth over decades and centuries, not years. Our tax strategies are designed with the same long-term perspective — protecting what you've built and ensuring it endures.
Move wealth to the next generation efficiently.
Estate and gift tax planning requires both technical precision and creative structuring. We deploy the full spectrum of wealth transfer tools to minimize transfer taxes while preserving family access and control.
Dynasty Trust Planning
Structure dynasty trusts to hold wealth outside the estate for multiple generations, compounding tax-free.
GRAT Strategies
Use grantor retained annuity trusts to transfer appreciation to heirs with minimal gift tax exposure.
Spousal Lifetime Access Trusts
Transfer wealth between spouses using SLATs to remove assets from the taxable estate while retaining indirect access.
Intra-Family Loans
Leverage low IRS Applicable Federal Rates to shift investment returns from senior to junior generations tax-efficiently.
Why family offices choose Jaguar Tax
Whole-Family Perspective
We see the entire family tax picture—operating businesses, investments, real estate, trusts, and individuals—and coordinate strategy across all entities.
Discreet & Confidential
Family office relationships require absolute confidentiality. Our team operates with the discretion that ultra-high-net-worth families expect and deserve.
Generational Continuity
We build relationships that last across generations, ensuring consistent advice and institutional memory as family structures and leadership evolve.
Coordination With Advisors
We work in concert with your family's attorneys, investment advisors, and trustees to ensure every recommendation is implemented correctly and holistically.
"Jaguar Tax has been our family's tax advisor for over a decade. They understand the full picture — our businesses, our trusts, our children abroad — and coordinate everything seamlessly."
Family Office Tax Questions
Common questions from family principals and their advisors.
A family limited partnership (FLP) allows family members to pool assets, centralize management, and transfer wealth to the next generation at a discount due to lack of marketability and control. They are most effective for families with significant investment assets or business interests. Proper documentation and non-tax business purposes are essential to withstand IRS scrutiny.