U.S. Pre-Immigration Tax Planning
Entering the U.S. tax system without a plan can result in significant, avoidable exposure. We help foreign individuals and families restructure assets, trusts, and income ahead of U.S. residency—preserving wealth and ensuring long-term tax efficiency.
Protect What You’ve Built
Why Pre-Immigration Tax Planning Matters
Avoid Unnecessary U.S. Tax Exposure
Without advance planning, foreign individuals may face steep gift, estate, and capital gains taxes upon becoming U.S. residents.Coordinate Across Jurisdictions
Effective planning requires seamless collaboration with foreign legal and tax advisors to align global structures with U.S. rules.Act Before Residency Begins
Most strategies must be implemented before U.S. tax residency is triggered—afterward, many opportunities disappear.
Harbor Law Firm Expertise
Planning Strategies We Offer
We partner with immigration attorneys, wealth managers, foreign trust companies, and families preparing to strategically relocate to the U.S. using a variety of tactics and strategies.
Restructuring ownership of global assets and trusts
Accelerating income and gains pre-residency
Planning around U.S. gift/estate tax exposure
Coordinating with foreign legal/tax advisors
Start Planning Before You Arrive
Pre-immigration tax strategies are most effective when implemented early—schedule a consultation to protect your global assets before U.S. tax residency begins.