Private Client Services

Personalized tax planning strategies for the preservation of family wealth

Allosta Consulting L.L.C. serves high net-worth individuals and families with complex financial profiles, delivering tailored solutions for estate planning, business succession, and family office management.

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Corporate Consulting
Allosta Consulting L.L.C. provides tax and financial advisory services. Consulting services are provided for informational purposes and do not constitute legal or investment advice.
How We Help

Tailored solutions for every stage of wealth

When our clients explain their challenges, we listen. Based on each client's goals, we develop strategies that reflect their circumstances and help achieve their objectives.

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Reduce Tax Liabilities
Achieve family goals in the most tax-efficient way possible through a holistic view of all tax liabilities.
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Relieve Administrative Burden
Centralize reporting efforts and streamline tax planning and compliance processes across all entities.
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Enjoy Peace of Mind
Navigate challenging situations — from tax disputes to succession and estate planning — with clarity and confidence.
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Drive Better Outcomes
Get the most from all your advisors through a coordinated and collaborative approach to wealth management.
Capabilities

Our Services

We offer a full range of private client services — from estate planning to family office management.

  • Estate and trust planning
  • Cash flow planning
  • Tax planning for foreign assets
  • Philanthropic planning
  • Audit defense and compliance
  • Family-wide income tax strategy
  • Tax analysis for multi-jurisdiction residency
  • International income tax planning
  • IRS and state tax audit representation
  • Cash flow projections
  • Bill pay and expense bookkeeping
  • Net worth statements and cash flow reporting
  • Charitable planning and compliance
  • Family office governance and risk management
  • Succession planning
  • Inbound and outbound planning for cross-border assets
  • Pre-immigration income and estate tax planning
  • Expatriate tax planning
  • Planning with foreign trusts
  • All related compliance and regulatory filings

Our team delivers the experience of a boutique firm with the resources of an international organization.

  • High Net-Worth Individuals
  • C-Suite Executives
  • Entrepreneurs & Business Owners
  • Multi-Generational Families
  • International Investors
Our Approach

A Total Tax Approach

Combining deep technical knowledge with global reach and emerging technologies, we address your tax obligations and identify opportunities across your total footprint.

01
Understand
We listen deeply to your goals, family dynamics, and financial complexities before recommending any strategy.
02
Plan
We craft a bespoke tax and wealth strategy tailored to your unique circumstances, across all jurisdictions.
03
Implement
We execute the strategy with precision, coordinating across advisors and entities to ensure seamless results.
04
Monitor
We continuously review and adapt your plan as tax laws evolve and your personal circumstances change.
Contact Us

Talk to a Private Client Services Professional

We will respond within 1–2 business days. Reach us directly on WhatsApp for the fastest response.

Contact Information

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WhatsApp
+7 (707) 250-6680
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Languages
English · Russian · Kazakh
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Response Time
Within 1–2 business days
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Email
allostaconsulting@gmail.com
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Legal Entity
Allosta Consulting L.L.C.