US Estate Tax Shielding

Protecting multi-generational wealth from punitive US taxation.

Non-resident aliens are subject to US estate tax (up to 40%) on US-situs assets exceeding a mere $60,000 exemption. Direct ownership of US real estate is a critical exposure point for GCC families.

Structural Protections

By holding US assets through an offshore holding company (e.g., a BVI or Cayman entity), the shares of the offshore company are not considered US-situs assets. Upon the death of the foreign investor, the transfer of shares in the offshore entity does not trigger US estate tax.