Trusted by attorneys, fiduciaries, family offices, and private client advisors when U.S. tax issues cross borders.
Cross-border wealth often creates U.S. tax questions that do not fit neatly inside an international estate plan, investment structure, or compliance file. IWTA focuses on the issues where international tax technical judgment is essential.
Technical analysis and second-chair support for trust and estate counsel, fiduciaries, family offices, and private wealth teams navigating U.S. international tax questions within a broader matter.
IWTA is built for matters where precision matters. We identify the U.S. tax issue, map the reporting and planning consequences, and give advisors and families clear guidance they can rely on before decisions are made or filings are due.
IWTA serves families whose lives, assets, citizenship, residency, and structures cross borders. We also support the professional advisors who need U.S. international tax input before implementing a plan, accepting a fiduciary role, or advising on a structure.
IWTA is built around direct access to experienced U.S. international tax counsel. We advise global families, fiduciaries, family offices, attorneys, and private client advisors on the U.S. tax issues that arise when lives, assets, trusts, entities, and reporting obligations cross borders.
Jack Brister is the Founder and Principal of IWTA, a U.S. international tax advisory firm focused on global families, fiduciaries, and the private client professionals who serve them. His work centers on complex cross-border tax issues, including foreign trusts, U.S. reporting obligations, inbound planning, expatriation, and the U.S. tax consequences of international wealth structures.
Jack advises clients and collaborating professionals with a technical, practical, and confidential approach. He is often engaged where U.S. tax rules intersect with foreign trusts, non-U.S. family wealth, global mobility, and multi-jurisdictional planning.
We begin with the governing U.S. tax rules, reporting obligations, and planning consequences. Our goal is to provide analysis that is accurate, supportable, and useful to the advisor or family making the decision.
We work alongside attorneys, fiduciaries, family offices, and private client advisors. Our role is to clarify the U.S. tax issues while respecting existing client relationships and professional responsibilities.
Complex rules are translated into clear guidance, next steps, and documentation. We focus on what the client and advisory team need to know, decide, and do.
We accept confidential referrals from attorneys, fiduciaries, family offices, and professional advisors. If IWTA can help, we will explain how. If another resource is better suited, we will say so plainly.