Rivero & Hernandez
Experienced Advisors Specializing in
Tax and Trust Law
Areas of Practice
Our law firm assists clients to attain and keep their wealth through generations, plan for inbound and outbound investments, tax compliance and controversy, and cross-border transactions. Our approach is based on listening to our clients, understanding their goals and helping them achieve their objectives whether it be a cross border investment or transaction, IRS issue, or succession planning for their family. Our relationship with our clients allows us to craft well-reasoned planning to reach their goals. Each family and each situation is unique and therefore we custom tailor each solution for our clients.
Our Business Sectors
International and Domestic Tax Planning
Miami is a global city with multinational business enterprises often owned by multi-jurisdictional families. Such family and business structures present unique challenges for income and succession tax planning for these multi-jurisdictional actors. We have extensive connections in foreign jurisdictions that allow us to integrate U.S. tax planning with foreign laws. Our experience and connections allow us to provide creative and tested solutions for our clients in varying stages of their business and personal lives.
International and Domestic Estate Planning
At our firm, an estate plan is not merely the drafting of a document such as a trust or a will. We work with our clients to determine how their wealth and businesses are structured to determine issues of succession, business continuity and as importantly, family harmony. We implement varied strategies using various forms of trust, family limited partnerships and other succession strategies. Our long term relationships with clients allow us to help navigate them through changes in law and changes in their circumstances.
If terms such as FATCA and CRS are scary acronyms, we are here to help. We have experience dealing with international tax issues such as FBAR and FATCA, specially as it applies to dual nationals and non residents of the United States. We assists individuals with voluntary disclosure programs now in effect to avoid criminal penalties for failure to report foreign financial accounts and assets. We can demystify compliance and planning for those clients who inadvertently were out of tax compliance in an official manner.
As part of our planning, we focus on the myriad of business formation decisions such as place of formation, form of entity, and the tax implications of such decisions.
We further assist our clients to draft the appropriate governing documents – articles of incorporation, operating agreement, partnership agreements, bylaws, corporate minutes, etc. We also assure our clients are compliant with all corporate formalities to support our asset protection and tax strategies.
“To compel a man to furnish funds for the propagation of ideas he disbelieves and abhors is sinful and tyrannical.”
— Thomas Jefferson
Our law firm assists clients to attain and keep their wealth through generations. In our time tested view, the most efficient route to attain and maintain wealth is to listen to our clients and learn from their experiences, current situation, and long term goals.
It is our holistic understanding of our client’s needs that allows us to craft well-reasoned plans for reaching their goals. Each family is unique and therefore each plan must be custom tailored for reaching the goals of wealth transfer through generations to come.