Vialto Private
When life and wealth cross borders, we navigate it with you.
Vialto Private advises individuals, executives, and families whose financial and personal lives span multiple jurisdictions—bringing senior expertise, global reach, and a genuinely private client experience to every engagement.
The rules that govern where you live, work, and meet your tax and reporting obligations are complicated. Trust our team to help you meet your obligations and make the right decisions to support your work, manage your wealth, and create positive long-term outcomes.
Cross-border financial and personal decisions involve interconnected tax, immigration, mobility, and compliance considerations. In this video, Vialto’s Girish Shankaram discusses how we help individuals, families, and business leaders navigate global complexity through integrated advisory support designed for the realities of global work.
Who we serve
We advise clients whose financial lives have outgrown the straightforward. If your work, wealth, or family crosses borders—or if a significant event is reshaping your financial picture—Vialto Private is built for you. Our clients include:
- C-suite executives and senior leaders with equity compensation, global roles, or multi-jurisdiction employer arrangements
- Founders and business owners approaching or navigating liquidity events
- Internationally mobile individuals and families with tax and immigration obligations across multiple countries
- US persons living or working abroad, and non-US individuals with US income, assets, or reporting obligations
- Individuals planning an international relocation, including pre-immigration tax and immigration advisory
- Retirees and investors with complex domestic or cross-border financial structures
If you’re a wealth manager or advisor looking to introduce a client, see how we work with advisors below.
Vialto by the numbers
Vialto is a leading choice for private client tax services and immigration support. Our technology platform enables rapid and accurate service, and our returns are prepared and signed by a CPA, EA, or attorney.
We are globally independent, recognized as a top three tax firm worldwide, and enjoy blue-chip relationships with clients connected to multinational organizations, Fortune 500 companies, RIAs, and wealth-management companies.
#1
For service and technology in the individual tax space (Bain)
500+
Vialto tax specialists serving
clients across the United States
2.5M+
Active users of Vialto’s proprietary technology platform worldwide
42,000
Annual US tax
returns completed
Our approach
Tax, immigration, and mobility decisions are rarely isolated. A change in residency affects your reporting obligations. A liquidity event triggers planning across jurisdictions. A visa decision shapes how your compensation is structured. Vialto Private brings all of this together—coordinated by a senior team that understands how each piece affects the others.
Independence
As an unfederated firm, Vialto is not subject to the independence restrictions that constrain many audit-led firms. We can go further by coordinating freely with your wealth manager, attorney, or family office.
Senior oversight
Every return is prepared and signed by a credentialed professional—CPA, EA, or attorney. Every engagement is overseen by a named senior advisor, with a consistent team from onboarding through completion.
Global coordination
Vialto operates as one cohesive worldwide firm, not a federation of affiliates. We coordinate advice and activities across all relevant jurisdictions so we manage your situation in full, not in fragments.
Purpose-built tech
Our secure, proprietary platform makes it simple to share documents, track progress, collaborate and communicate, and stay ahead of deadlines. We handle the complexity; you maintain visibility.
Vialto Private services
We provide comprehensive tax, immigration, and compliance advisory across every dimension of a complex financial life.
Tax and compliance (US domestic)
We provide comprehensive US tax advisory and compliance for individuals with complex domestic situations. Our services include federal, state, and local income tax planning and return preparation; state residency and domicile review; advanced income tax strategies; and advisory on business interests, real estate, investment structures, and equity arrangements.
Tax and compliance (international)
If your financial life crosses borders, we can help with integrated planning. We advise on pre-move and expatriation tax planning, tax residency management, foreign asset reporting, and tax treaty analysis. For non-US individuals with US exposure, we advise on US income tax and withholding obligations, FIRPTA compliance, and entity structuring for US investments.
Major events and complex interests
Significant financial events demand specialized, coordinated advice. We can advise you on equity-based compensation across jurisdictions, pre-IPO and post-liquidity planning, and partnership and closely held company interests—with a focus on reducing overall tax exposure and ensuring all of your advisors are working from the same assumptions throughout.
Estate, gift, and legacy planning
We support long-term wealth decisions across generations. Services include trust, estate, and succession planning; gift and wealth transfer compliance; portability elections; generation-skipping tax; and philanthropic structures. If you have a complex estate with valuation discounts or multi-jurisdictional assets, we can provide the comprehensive expertise to manage your situation.
Immigration advisory and support services
Vialto’s immigration specialists can advise you on visa and status matters, citizenship and residency applications, and business travel compliance across multiple jurisdictions. If you’re planning an international move, we coordinate immigration and tax planning together—so that decisions in one area don’t create unintended consequences in the other.
Offshore compliance and voluntary disclosure
If you have previously unreported offshore income, assets, or accounts, we will provide end-to-end support from assessing exposure and selecting the right disclosure program to managing communications with tax authorities. Our aim is to minimize penalties, achieve full compliance, and give you certainty that the matter is properly resolved.
For wealth managers and financial advisors
Many of our private clients come through a wealth manager, financial advisor, family lawyer, or trust officer.
We’ve built Vialto Private to work as an extension of your practice—covering tax and immigration complexity so you can focus on the broader wealth relationship.
Our engagement model is designed to work commercially for your firm, with competitive pricing and the option to structure an oversight fee or mark-up arrangement.
Specialist access and scalability
Access to specialist tax professionals who share your commitment to client service—without the need to hire internally. Vialto absorbs the complexity and volume, so your service levels remain consistent year-round.
An integrated model
An integrated engagement model for your clients, with advisors, tax professionals, and other stakeholders working in a coordinated way through a single process.
Ancillary services
Vialto’s broader capabilities—immigration advisory, international tax returns, and cross-border planning—are available to your clients without the need to source and manage those relationships separately.
Technology and visibility
Our proprietary platform, the Vialto Global Work Cloud, provides a simple, secure, and connected technology experience for your clients. They gain visibility into their tax return status and key insights without requiring you to chase updates.
Client retention and growth
Give your clients a seamless, coordinated experience and you strengthen the relationship in the process. Clients well-served across every dimension of their financial life are more likely to stay, consolidate, and refer.
A premium experience, made simple
Working with Vialto Private means getting senior-level expertise without the friction that often comes with it. VialtoDirect makes it easy for you to sign up quickly and securely in just minutes without compromising quality or personal attention.
- Fast, digital onboarding with clear next steps and a defined scope of work, so there are no surprises
- Expert-led support from the outset, with the flexibility to expand services as needs evolve
Get in touch
Talk to our experts