What does a Tax and Private Wealth practice actually cover?

It covers domestic and cross-border tax matters for companies, investors, founders, shareholders, family offices, and private clients, with a particular focus on international structuring, transactions, investments, business ownership, private wealth, and tax controversy.

Why does Averites' Tax practice work so closely with its transactional teams?

Our Tax practice works closely with our Corporate & M&A, Investments & Capital Markets, Banking & Finance, Real Estate and Dispute Resolution teams, so that tax considerations are addressed as part of the transaction or business strategy rather than after a structure has already been implemented.

What cross-border tax issues typically arise for internationally active businesses?

The analysis frequently extends across several jurisdictions and involves questions of residence, permanent establishment, withholding tax, transfer pricing, controlled foreign companies, treaty access, beneficial ownership and reporting obligations — since tax can materially affect ownership, financing, cash flows, transaction value, investment returns and exit.

Is Averites' tax planning focused only on minimizing tax liability?

No. We approach tax planning from both a legal and commercial perspective. The objective is not simply to minimize an isolated tax liability, but to establish a structure that is legally supportable, commercially workable and capable of operating under increasing scrutiny of substance, transparency and cross-border arrangements.

Does Averites advise private clients, or only companies?

Both. For private clients, tax planning is often inseparable from business ownership, investment strategy, succession and international mobility. We advise founders, entrepreneurs, shareholders and families on coordinating personal and corporate structures so decisions at the business level don’t create unintended consequences for the individuals who own and control the assets.

What happens if a tax authority challenges a client's tax position?

Averites represents clients in audits, administrative proceedings, litigation and other disputes with tax authorities. Our transactional and contentious capabilities allow us to understand both how a structure was designed and how it should be defended if later questioned.

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Tax and Private Wealth

Tax and Private Wealth

Tax Structures Built to Withstand Scrutiny, Not Just Survive It

Averites advises companies, investors, founders, shareholders, family offices, and private clients on domestic and cross-border tax matters, with a particular focus on international structuring, transactions, investments, business ownership, private wealth, and tax controversy.

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OUR APPROACH

How We Advise on Tax and Private Wealth Matters

Tax as Part of the Transaction Team, Not an Afterthought

Our Tax practice works closely with our Corporate & M&A, Investments & Capital Markets, Banking & Finance, Real Estate and Dispute Resolution teams. This allows tax considerations to be addressed as part of the transaction or business strategy rather than after a structure has already been implemented.
Why Cross-Border Tax Analysis Rarely Stops at One Jurisdiction

Tax can materially affect ownership, financing, cash flows, transaction value, investment returns and exit. For internationally active businesses and individuals, the analysis frequently extends across several jurisdictions and involves questions of residence, permanent establishment, withholding tax, transfer pricing, controlled foreign companies, treaty access, beneficial ownership and reporting obligations.
A Legal and Commercial Approach to Tax Planning

We therefore approach tax planning from both a legal and commercial perspective. The objective is not simply to minimize an isolated tax liability, but to establish a structure that is legally supportable, commercially workable and capable of operating under increasing scrutiny of substance, transparency and cross-border arrangements.
Private Clients — Coordinating Personal and Corporate Structures

For private clients, tax planning is often inseparable from business ownership, investment strategy, succession and international mobility. We advise founders, entrepreneurs, shareholders and families on coordinating personal and corporate structures so that decisions made at the business level do not create unintended consequences for the individuals who ultimately own and control the assets.
Defending a Tax Position When It’s Challenged

Where a tax position is challenged, Averites represents clients in audits, administrative proceedings, litigation and other disputes with tax authorities. Our transactional and contentious capabilities allow us to understand both how a structure was designed and how it should be defended if later questioned.

our services

Our Tax and Private Wealth Services

International Tax Structuring

Averites advises businesses, investors and private clients on the tax structuring of cross-border operations, investments and ownership arrangements.

M&A & Investment Tax

Averites advises buyers, sellers, investors and companies on the tax aspects of mergers and acquisitions, investments, financings and corporate reorganizations.

Transfer Pricing & Intercompany Arrangements

Averites advises multinational groups, investors and related businesses on transfer pricing and the legal arrangements governing transactions among affiliated entities.

Tax Residence, CFC & Permanent Establishment

Averites advises founders, shareholders, executives, investors and international businesses on tax residence, controlled foreign company rules and permanent establishment exposure.

Indirect Tax, Withholding Tax & Treaty Planning

Averites advises businesses and investors on VAT, withholding tax and other cross-border tax issues affecting payments, supplies and investment returns.

Private Wealth & Family Offices

Averites advises founders, entrepreneurs, shareholders, family offices and high-net-worth individuals on the tax and legal structuring of business interests, investments, liquidity and private wealth.

Tax Audits & Internal Investigations

Averites represents companies, shareholders and private clients in tax audits, administrative proceedings, litigation and other disputes with tax authorities.

Precision across borders. Book a Meeting

New York c/o Chornous Law PLLC
30 Wall Street, 8 Floor
New York, NY 10005 Phone: +1 650 382 7764

London 124 City Road
London, England
EC1V 2NX Phone: +44 7405 138109

Kyiv 11 Panasa Myrnoho Street
Office 1/1
Kyiv, 01011 Phone: +380 63 148 27 37

Email:

info@averites.com

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FAQ

Frequently Asked Questions

It covers domestic and cross-border tax matters for companies, investors, founders, shareholders, family offices, and private clients, with a particular focus on international structuring, transactions, investments, business ownership, private wealth, and tax controversy.

Our Tax practice works closely with our Corporate & M&A, Investments & Capital Markets, Banking & Finance, Real Estate and Dispute Resolution teams, so that tax considerations are addressed as part of the transaction or business strategy rather than after a structure has already been implemented.

The analysis frequently extends across several jurisdictions and involves questions of residence, permanent establishment, withholding tax, transfer pricing, controlled foreign companies, treaty access, beneficial ownership and reporting obligations — since tax can materially affect ownership, financing, cash flows, transaction value, investment returns and exit.

No. We approach tax planning from both a legal and commercial perspective. The objective is not simply to minimize an isolated tax liability, but to establish a structure that is legally supportable, commercially workable and capable of operating under increasing scrutiny of substance, transparency and cross-border arrangements.

Both. For private clients, tax planning is often inseparable from business ownership, investment strategy, succession and international mobility. We advise founders, entrepreneurs, shareholders and families on coordinating personal and corporate structures so decisions at the business level don’t create unintended consequences for the individuals who own and control the assets.

Averites represents clients in audits, administrative proceedings, litigation and other disputes with tax authorities. Our transactional and contentious capabilities allow us to understand both how a structure was designed and how it should be defended if later questioned.