Trusted tax, social security, and immigration expertise for individuals
Clarity and confidence, wherever life and work take you.
When finances, work, and family life span borders or become more intricate, tax and compliance decisions are more than technical—they shape real outcomes.
For decades, Vialto has supported individuals with complex domestic and multijurisdictional tax affairs, advising clients whose lives, income, and investments span multiple jurisdictions or asset classes.
As a single, independent global firm, we bring together deep expertise and a connected data and AI platform to deliver trusted advice no matter where you are in the world.
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