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.
Private Client Services
Because we’re integrated across global work, tax is often the starting point—bringing in connected immigration and compensation expertise when a broader view is needed.
A premium experience, made simple
- US and global individual tax compliance and advisory, including complex cross-border obligations
- Multi-jurisdictional planning for individuals with income, assets, or activity across borders
- State-to-state and international relocation planning, including tax implications
- Liquidity events and equity-based compensation, where timing, structuring, and reporting matter
- Gifts, trusts, and estate matters involving more than one jurisdiction
- Ongoing advisory support as personal, financial, or regulatory circumstances change
Technical depth (US and cross-border matters)
- Complex US individual income tax returns, including cross-border income, assets, and reporting obligations
- Trust and estate compliance and advisory, including multi-jurisdictional estates and succession structures
- Gift and wealth transfer reporting, where timing, valuation, and jurisdictional rules matter
- Partnerships and closely held company interests connected to an individual’s affairs
- Philanthropic and charitable structures, including private foundations and exempt organizations
Private Client Services
A premium experience, made simple
- US and global individual tax compliance and advisory, including complex cross-border obligations
- Multi-jurisdictional planning for individuals with income, assets, or activity across borders
- State-to-state and international relocation planning, including tax implications
- Liquidity events and equity-based compensation, where timing, structuring, and reporting matter
- Gifts, trusts, and estate matters involving more than one jurisdiction
- Ongoing advisory support as personal, financial, or regulatory circumstances change
Technical depth (US and cross-border matters)
- Complex US individual income tax returns, including cross-border income, assets, and reporting obligations
- Trust and estate compliance and advisory, including multi-jurisdictional estates and succession structures
- Gift and wealth transfer reporting, where timing, valuation, and jurisdictional rules matter
- Partnerships and closely held company interests connected to an individual’s affairs
- Philanthropic and charitable structures, including private foundations and exempt organizations
Because we’re integrated across global work, tax is often the starting point—bringing in connected immigration and compensation expertise when a broader view is needed.
Private Client Services
A premium experience, made simple
- US and global individual tax compliance and advisory, including complex cross-border obligations
- Multi-jurisdictional planning for individuals with income, assets, or activity across borders
- State-to-state and international relocation planning, including tax implications
- Liquidity events and equity-based compensation, where timing, structuring, and reporting matter
- Gifts, trusts, and estate matters involving more than one jurisdiction
- Ongoing advisory support as personal, financial, or regulatory circumstances change
Technical depth (US and cross-border matters)
- Complex US individual income tax returns, including cross-border income, assets, and reporting obligations
- Trust and estate compliance and advisory, including multi-jurisdictional estates and succession structures
- Gift and wealth transfer reporting, where timing, valuation, and jurisdictional rules matter
- Partnerships and closely held company interests connected to an individual’s affairs
- Philanthropic and charitable structures, including private foundations and exempt organizations
Because we’re integrated across global work, tax is often the starting point—bringing in connected immigration and compensation expertise when a broader view is needed.
A premium experience, made simple
Our secure digital experience is paired with expert led support—so you have clearer visibility, simpler communication, and confidence in what happens next.
What you can expect
- Deep subject matter expertise and a dedicated point of contact
- A clear view of your case, key milestones, and what we need from you
- Simple, secure communication with your Vialto team
- Secure document sharing, with everything in one place
- Intelligent prompts that help you stay ahead of deadlines and reduce surprises
- Trusted privacy and security, designed for high-stakes personal matters
Use the experience that suits you—supported by a dedicated Vialto team throughout:
- Web: dashboards, timelines, secure messaging, and document management
- Mobile: on-the-go updates, guided actions, notifications, and document upload at key moments
Technology that does more than track tasks—helping keep decisions informed, coordinated, and compliant.
Working alongside trusted advisors
Many of our private clients engage us directly or are introduced through a wealth manager, financial advisor or attorney. In these cases, Vialto takes responsibility for tax advisory and compliance and, where required, immigration support—while coordinating appropriately when broader wealth planning is involved.
Get started quickly with VialtoDirect
Sometimes speed matters. VialtoDirect makes it simple to engage Vialto Private quickly and securely—without compromising on the quality or personal attention your situation requires.
- Fast onboarding with simple next steps and a clear scope of work
- Expert-led support, with the option to expand services as needs evolve