Services for
Private Clients
What We Do
Trustworthy Guidance. Personal Attention.
Zander Sterling’s Private Clients practice provides comprehensive personal income tax services to a select group of individuals.
Our seasoned advisors have helped thousands of professionals minimize their global tax burden and confidently address their compliance obligations with less effort.
Through our international network of reputable tax and law firms, we offer global solutions for where our clients are and where they want to be.
We frequently team with financial planners, investment advisors and law firms to create integrated service solutions that we deliver with uncommon professionalism.
Our Clients
Seek the Best in Life. Know the Difference.
- Either referred to us by a trusted relationship or remained with us after they were no longer eligible to receive tax services from their employer’s global mobility program.
- Accomplished in their chosen field yet still actively creating their life, chasing down their next goal and building their financial nest egg.
- Discerning individuals possessing high character and an international tax profile.
- From various professions including business, medicine, the arts and sports.
Shared Attributes
- Relationship > Transaction
- Value > Price
- $400,000+ Annual Income
- $1,500,000+ Net Worth
- C-Suite, FROR Roles, Upper Management
Core Services
Governments around the world are implementing policies that demand greater financial transparency and seek higher tax revenues.
Navigating the evolving global tax environment requires experience, bench strength and a deep understanding of the practical implications.
Our deliberately low client-to-advisor ratio means we have the time to get to know you, help you keep more of what you’ve earned, and minimize tax-related risks.
Want to learn more about how Zander Sterling can help?
Strategic, creative and practical solutions to complex tax challenges explained in easy-to-understand terminology.
- Income & Social Tax Strategies
- Taxation of Equity-Based Earnings
- Terminating U.S. Tax Residency
- “Kovel” Letter Collaboration
- Non-Criminal Tax Representation
- Voluntary Disclosures
- Tax Treaty Analysis
- Totalization Agreements
- Renouncing U.S. Citizenship
- Donor Advised Funds
- SEC Rule 10b5-1 Tax Projections
- Life Event / Retirement Tax Planning
A comprehensive set of tax compliance services, delivered proactively, efficiently and cost effectively — wherever needed.
- Personal Income Tax Filings
- Complex Information Returns
- FBAR & FATCA Disclosures
- Tax Authority Audits, Letters and Notices
- Voluntary Disclosure Program Applications
- Estimated / Advance Tax Payments
- PFIC Analysis
- IRS §1202 Stock
- ITIN Certified Acceptance Agent
- Payroll Withholding Forms
- U.S. Departure Tax Returns
- §83(b) Election Filings
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