Foreign Grantor Trusts: Cross-Border Wealth Planning for Global Families Secure, Flexible, and Tax-Efficient Solutions for U.S.-Connected Families

Find Out If an FGT Is Right for You

Why Consider a Foreign Grantor Trust?

If you or your family have members living in the United States, especially children or grandchildren, a Foreign Grantor Trust (FGT) can be a powerful tool for managing cross-border wealth. FGTs allow non-U.S. parents or relatives to benefit U.S. family members while optimizing tax outcomes, avoiding probate, and maintaining privacy across jurisdictions.

Key Benefits:

Tax Efficiency: Properly structured FGTs can minimize or eliminate U.S. gift and estate taxes on transfers to U.S. beneficiaries.
Asset Protection: Shield assets from forced heirship rules and probate in multiple countries.
Flexibility: Retain control and revocability, adapting to changing family needs.
Privacy: Keep family wealth and succession arrangements confidential.

How We Help

Our international trust and estate planning team guides high-net-worth families through every step:

FGT Structuring & Setup: Tailored to your family’s needs and global asset profile.
Tax & Legal Compliance: Ensure IRS and local law compliance, including Form 3520 and 3520-A filings.
Ongoing Administration: Support with reporting, distributions, and trust management.
Cross-Border Coordination: Collaborate with your advisors worldwide for seamless planning.

What Makes Us Different?

Decades of experience with international families and U.S.-connected beneficiaries
Multijurisdictional expertise: U.S., UK, EU, Asia, and beyond
Discreet, client-first approach with transparent fee structures
Trusted by global families for complex, cross-border solutions

What Our Clients Say

“Their expertise in foreign grantor trusts gave us peace of mind as our children moved to the U.S. We avoided unnecessary taxes and ensured our legacy was protected.”

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