Where tax strategy
meets investment insight
We integrate wealth management and tax planning into one cohesive strategy, ensuring that your investment, estate, and business decisions are optimized on a post-tax basis.
Introducing Unity Tax
Unity Tax is a strategic extension of Unity Investments, created to deliver best-in-class U.S. tax and accounting services for high-net-worth families and founder-led businesses. We launched Unity Tax to address a gap in the market: families and businesses who need personalized, technical, and investment-aligned tax advisory that traditional firms are too rigid—or too limited—to provide.
Who We Serve
1
GROWTH-ORIENTED BUSINESS WITH U.S. EXPOSURE
We work with founder-led businesses operating in or expanding into the United States that require more than basic tax compliance. This includes companies that are:
Expanding across multiple states
Entering the U.S. market
Raising institutional capital
Managing multi-entity or complex ownership structures
Preparing for acquisition, recapitalization, or liquidity events
As businesses scale, tax becomes a strategic lever — not a cost center. We help companies establish a rigorous, well-structured tax foundation early to:
Minimize operational friction
Preserve long-term flexibility
Remain fully compliant with evolving regulations
Avoid costly restructuring down the line
2
INDIVIDUALS & FAMILIES WITH CROSS-BORDER TAX NEEDS
We advise globally connected individuals and families navigating sophisticated U.S. and international tax regimes. Our work is highly tailored and typically includes:
Post-tax return optimization integrated with the overall investment strategy
Inbound and outbound investment planning
Designing corporate blocker and holding structures
Multi-jurisdictional reporting and global asset disclosure
Expatriation and citizenship transition planning
For globally mobile families, tax planning is not just about compliance. It directly shapes capital preservation, mobility, and long-term wealth outcomes. We provide clear, coordinated structures that align international complexity with long-term investment objectives.
What We Offer
Our services span U.S. tax filing, strategic planning, and bespoke advisory across business entity and personal structures:
Connect with Unity Tax on LinkedIn
