Practice
Tax Advisory, Compliance & Private Client
Tax judgement for businesses, owners and lives that cross borders.
Thyor provides US tax advisory, tax return preparation and filing, international and expatriate tax planning, state nexus analysis, tax-credit studies and tax-resolution support. Complex matters are coordinated with established legal and jurisdictional specialists where attorney privilege or local authority is required.
Why it matters
The personal, business and jurisdictional position cannot be separated.
Tax is rarely the decision, but it is almost always inside the decision. A business sale, an international move, a new holding structure, an expansion into a second jurisdiction, an investment vehicle for a family — each carries tax consequences that materially change the outcome and are expensive to repair after the fact.
For internationally mobile families and cross-border businesses, exposure compounds quietly. Residency, entity classification, withholding, permanent establishment and reporting obligations interact across jurisdictions in ways that local advisers, each seeing one country, do not naturally coordinate.
The firm’s role is senior tax judgement inside the commercial context: structuring before the fact, coordinating specialist advisers across jurisdictions, and keeping the tax position aligned with what the client is actually trying to do.
What the practice advises on
Private-client tax, ownership, transactions and cross-border coordination.
Advisory & planning
- Federal, state and local tax planning
- Entity and ownership structure
- Business-owner and private-client tax strategy
- Tax policy and economic analysis
Compliance & filing
- Business and individual tax return preparation
- International information reporting
- Expatriate and internationally mobile individual filings
- Compliance oversight for complex structures
International & mobility
- Cross-border structuring
- Residence, relocation and exit-tax planning
- Permanent-establishment and withholding analysis
- Global mobility coordination
Risk, incentives & resolution
- State nexus and apportionment studies
- Tax-credit and incentive studies
- Tax-risk assessment
- IRS and tax-authority resolution short of litigation
Adviser coordination
One accountable financial and tax thread across the wider adviser group.
- 01
Map the exposure
Residency, entities, income flows and obligations across every relevant jurisdiction — one consolidated picture before any recommendation.
- 02
Clarify the objective
What the client is trying to achieve commercially and personally; tax options are framed against that, not in the abstract.
- 03
Develop structure options
Costed, sequenced alternatives with explicit trade-offs — efficiency, risk, complexity and reversibility.
- 04
Coordinate implementation
Work with local counsel and advisers in each jurisdiction so the structure lands as designed and filings align.
- 05
Maintain the position
Periodic review as law, residency and the client’s affairs evolve; issues are addressed before they compound.
Documentation & records
Advice that can be implemented, filed and revisited later.
- Cross-border exposure maps
- Entity and holding-structure options papers
- Transaction tax analyses and diligence reports
- Pre-liquidity-event structuring plans
- Family office tax coordination frameworks
- Jurisdiction-by-jurisdiction obligation calendars
- Tax risk registers and remediation plans
- Tax return preparation and filing calendars
- State nexus and apportionment studies
- Tax-credit study memoranda
- Tax-resolution action plans
When to engage
Decisions that are expensive to restructure after the fact.
- 01
A liquidity event is approaching
A sale, recapitalisation or succession will crystallise value; the tax structure should be settled well before the term sheet.
- 02
Life or business crosses a border
Relocation, expatriation, a foreign acquisition or a new market creates overlapping obligations in two or more jurisdictions.
- 03
The structure no longer fits
Entities accumulated over time no longer match how the family or business actually operates and owns.
- 04
A family office needs coordination
Multiple advisers, entities and jurisdictions require one senior point of tax oversight and orchestration.
- 05
A transaction needs tax diligence
Buy-side or sell-side, the tax exposures and structuring options must be understood before price and terms are final.
- 06
Cross-border operations raise questions
Transfer of functions, assets or people across jurisdictions creates permanent-establishment and withholding questions that need senior answers.
Representative situations
The shape of mandates in this practice.
Pre-sale structuring for a business owner
An owner preparing for a sale within two years held an operating structure accumulated over a decade. Thyor mapped the exposure, developed restructuring options with counsel and sequenced the work ahead of the transaction timetable.
Coordination for an internationally mobile family
A family with members, assets and entities across three jurisdictions needed a single point of tax oversight. The firm now coordinates local advisers and maintains the consolidated position.
Selected work
CFO and FP&A reset for a multi-entity family businessFractional CFO leadership, FP&A and finance transformation→Cross-border capital architecture for an advanced-manufacturing expansionInvestment case, geo-macro analysis, tax architecture and programme governance→US expatriate tax and ownership planning before an Asian relocationPre-move tax planning, filing architecture and adviser coordination→Next step
Tax judgement for businesses, owners and lives that cross borders.
Sensitive matters may be described at a high level.