Erik assists high net worth families with their overall succession planning, often working together with their family offices, businesses, trustees and foundations to meet the families’ objectives. As part of that planning, he has assisted clients in structuring or restructuring trusts, as well as establishing private trust companies and international charitable foundations.
Erik has also worked with families on a number of international probates and helped them implement post-mortem tax planning.
He also advises individuals regarding pre-immigration tax planning prior to obtaining US citizenship or a green card and those looking to abandon US status.
“Erik has been extremely successful and he regularly gets referrals from satisfied clients.”
Citywealth Leaders List 2015