Private Client Services
We help individuals, families, business owners, and trustees navigate their global compliance obligations.
As your financial life becomes more complex—and perhaps more global—your need for coordinated, future-focused advice is more important than ever.
Vialto’s Private Client Services team delivers comprehensive tax compliance, consulting, and immigration solutions to help you navigate today’s complex world. We have deep expertise—in the US and internationally—and deliver hands-on, practical advice to help meet your goals, your values, and your long-term vision.
Whether you’re looking for help with domestic or cross-border tax obligations, evolving regulatory requirements, or strategic planning opportunities, we help bring clarity and confidence to every decision. From routine filings to complex compliance challenges, we are your trusted advisors—helping you manage risk and optimize your financial outcomes.
Private Client Services
Our capabilities
Our services span a full range of situational and long-term needs.
- Individual tax return preparation in multiple jurisdictions
- Tax estimates and extension requests
- Foreign asset reporting
- US Streamlined Procedure planning and compliance
- Compliance obligations related to foreign trusts, Controlled Foreign Corporations, and closely held partnerships
- Business/investment reporting, such as cryptocurrency and IRS Schedule K-1s
- Estate, gift, and Inheritance planning and compliance
- Tax expatriation planning and reporting
- Immigration
Who we serve
We work with a wide range of clients to help them meet their compliance needs today, while planning for their future.
- Cross-border employees
- US citizens living overseas
- Domestic residents
- Corporate executive programs
- Partners and senior executives at professional services firms
- Family offices
- Entrepreneurs and business owners
- Artists, athletes, and entertainers
Who we partner with
We work with a network of trusted professionals to offer integrated services across wealth management, tax planning, and compliance.
- Private wealth managers
- Registered investment advisors
- Attorneys
The Vialto advantage
When you have complex income sources and investments—including those that cross borders—you need expert counsel and personalized service. We know that every client’s situation is unique. That’s why we take a hands-on approach, helping you meet your obligations with confidence while proactively aligning your tax strategy with your broader financial goals.
A better experience
We work with you—and partner with your extended team—to guide you through your tax obligations and immigration planning with clarity and care.
Best in class technology
Our onboarding technology, Navigator, enables you to engage with us quickly and easily. Coupled with our personal approach, our technology tools deliver greater transparency, faster turnaround times, and a streamlined experience.
From complexity to simplicity
Our experience, our tools, and—above all— our people, enable us to make the most complex tax, financial, and immigration challenges easier to understand and solve.