Don’t Just Save Taxes.
Build a Legacy.

Tax preparation under Act 60 is about more than just filing paperwork — it’s aligning your U.S. and Puerto Rico returns correctly from the start. We work closely with you to gather the right documentation, address residency tests, and ensure your filings reflect your full financial picture. Our goal is to support ongoing compliance and help reduce the risk of costly oversights or audits.

True wealth management extends beyond preserving assets—it involves thoughtfully structuring them with future generations in mind. We collaborate with families to design tailored tax and estate strategies that align with investment philosophies, charitable goals, and legacy aspirations. From cross-border considerations to multi-generational trusts, our advisors work to bring clarity to complex legal frameworks, helping families pursue growth while also preparing for thoughtful, efficient transitions.

Staying compliant under Act 60 means more than doing your yearly filings — it involves maintaining residency records, meeting decree or reporting obligations, and being ready for audits or regulatory changes. We partner with you to organize documentation, monitor regulatory shifts, and stay ahead of deadlines so you can focus on what matters without constant uncertainty.

Forward-looking strategies are critical when you’re navigating cross-jurisdictional taxes. We help you plan around income sourcing, capital gains timing, and changing residency requirements so that you’re well prepared for tax year decisions. By building tax structure considerations into your long-term financial goals, we seek to create space for efficiency and potential savings while managing complexity with clarity.

Puerto Rico offers meaningful opportunities for high-net-worth families, but navigating its unique legal and regulatory landscape calls for more than technical expertise—it requires cultural fluency and patience. We understand the pace of ‘island time’ and the delays it can create, and our approach is built around anticipating those realities. By combining proactive planning with trusted local relationships, we help keep your affairs moving forward even when processes take longer than expected. From Act 60 compliance to ongoing business and residency requirements, our team provides foresight, discretion, and attentive guidance so your family can pursue the advantages of Puerto Rican law with greater confidence and fewer frustrations.

Relocating an ultra-high-net-worth family involves complexities far beyond moving belongings—it calls for orchestrating a lifestyle transition with discretion and thoughtful attention. From private aviation coordination and property acquisition to establishing business operations, schooling, and lifestyle concierge services, our team works closely with you to address each detail. We strive to blend efficiency with elegance, creating a relocation experience that reflects the high standard of service and personalized care your family expects.

Lifetime goes beyond tax compliance to provide a family office experience built around your unique needs. Through our sister companies in wealth management and insurance, we coordinate strategies that connect tax, investment, estate, and risk planning under one umbrella. This holistic approach allows you to manage not only Act 60 obligations but also the long-term protection and growth of your wealth, with a trusted team that understands every layer of your financial journey.