Lessons learned from the field: navigating the complexities of working with cross-border and complex entrepreneurial multi-national families

Edward Marshall is joined by Gary Gartner of the Dentons Tax Practice and member of the firm’s Global Family Office and High Net Worth Steering Committee. Gary also is Managing Director of Alchemy Capital Planning, a strategic joint venture partner of Dentons. He has extensive experience counseling families on the US and international tax consequences of various transactions, restructurings, and securities offerings. Additionally, he advises on strategic joint ventures, mergers, acquisitions and a wide array of liquidity transactions, as well as providing them with general business and strategic advice. They discuss the evolution of the international tax base from a family office perspective, as well as various case studies from the field providing insight into the best practices that can be implemented from understanding the complexities of those international transactions.