Vialto Private
Guiding life, wealth, and legacy with confidence
Vialto Private provides tax and advisory services to individuals, executives, entrepreneurs, and families, whether their affairs are local or international or span generations.
From domestic and cross-border tax to estate, trust, and succession planning, our expert team can help you understand your obligations and guide you in making informed decisions. Wherever life, work, or family takes you, we’re here to help protect your wealth, preserve your legacy, and bring clarity for the future.
Cross-border financial and personal decisions involve interconnected tax, immigration, mobility, and compliance considerations. In this video, Vialto’s Girish Shankaran discusses how we help individuals, families, and business leaders navigate global complexity through integrated advisory support designed for the realities of global work.
Who we serve
We advise individuals and families whose financial lives have become more complex. Whether that complexity is driven by career success, business ownership, significant wealth events, family transitions, or international considerations, Vialto Private can support you with thoughtful guidance and a trusted advisor to help navigate important decisions.
Our clients include:
- Executives and senior leaders with complex compensation arrangements, equity awards, and evolving tax planning needs
- Founders, entrepreneurs, and business owners building, growing, transitioning, or monetizing their businesses
- Artists, sports personalities, and entertainers
- Individuals and families managing significant wealth, investments, trusts, or multigenerational planning objectives
- Professionals and families experiencing major life changes, including retirement, relocation, succession, or liquidity events
- Individuals with domestic and international tax, reporting, estate, and wealth-planning considerations
If you’re a wealth manager or financial or legal advisor looking to introduce a client, see how we work with advisors below.
Vialto by the numbers
Vialto is a leading choice for private client tax services and immigration support. Our technology platform supports rapid and high-quality service, and our returns are prepared and signed by an attorney, CPA, EA, or an individual with other locally required credentials.
We are globally independent, recognized as a leading tax firm worldwide, and enjoy blue-chip relationships with clients connected to multinational organizations, Fortune 500 companies, professional services firms, RIAs, wealth firms, and business managers.
#1
For service and technology in the individual tax space
(Independent assessment by a top consulting firm)
1,500+
Vialto tax specialists serving
clients across the United States
2.5M+
Active users of Vialto’s proprietary technology platform worldwide
40,000+
Annual US tax
returns completed
Our approach
Tax and immigration decisions are rarely isolated. A change in residency affects your reporting obligations. A liquidity event triggers planning across jurisdictions. A visa decision shapes how your compensation is structured. Vialto Private brings all of this together, coordinated by a senior team that understands how each piece affects the others.
Independence
Vialto is not subject to the independence restrictions that constrain many audit-led firms, which means we can provide a broader set of services to our clients and engage in alliances without those limitations.
Senior oversight
Every return is prepared and signed by a credentialed professional. Every engagement is overseen by a named senior-level professional, with a consistent team from onboarding through completion.
Global coordination
Vialto operates as an integrated organization, not a federation of independent affiliates. We coordinate activities across all relevant jurisdictions, so we manage your situation in full, not in fragments.
Purpose-built tech
Our secure proprietary platform makes it simple to share documents, track progress, collaborate and communicate, and stay ahead of deadlines. We handle the complexity; you maintain visibility.
Vialto Private services
We provide comprehensive tax, immigration, and compliance advisory across every dimension of a complex financial life.
Tax and compliance (US domestic)
We provide US tax advisory and compliance for individuals with complex domestic situations. Our services include federal, state, and local income tax planning and return preparation; state residency and domicile review; advanced income tax strategies; and advice on tax impacts of business interests, real estate, investment structures, and equity arrangements.
Tax and compliance (international)
If your financial life crosses borders, we can help with integrated planning. We can advise you on premove and expatriation tax planning, tax residency management, foreign asset reporting, and tax treaty analysis. For non-US individuals with US exposure, we advise on US income tax and withholding obligations, FIRPTA compliance, and entity structuring for US investments.
Major events and complex interests
Significant financial events demand specialized, coordinated advice. We can advise you on equity-based compensation across jurisdictions, pre-IPO and postliquidity planning, and partnership and closely held company interests—with a focus on helping to reduce your overall tax exposure and aligning your advisors around consistent assumptions throughout.
Estate, gift, and legacy planning
We support long-term wealth decisions across generations. Services include trust, estate, and succession planning; gift and wealth transfer compliance; portability elections; generation-skipping tax; and philanthropic structures. If you have a complex estate with valuation discounts or multijurisdictional assets, we can provide the comprehensive expertise to support managing your situation.
Immigration advisory and support services
Vialto’s immigration specialists can advise you on visa and status matters, citizenship and residency applications, and business travel compliance across multiple jurisdictions. If you’re planning an international move, we can coordinate immigration and tax planning together, so decisions in one area don’t create unintended consequences in the other.
Offshore compliance and voluntary disclosure
If you have previously unreported offshore income, assets, or accounts, we can provide support from assessing exposure and selecting the best-suited disclosure program to managing communications with tax authorities. Our approach is designed to minimize penalties, achieve full compliance, and help you properly resolve the matter.
For wealth and financial advisors and business managers
Many of our private clients come through financial advisors, business managers, family offices, or other referral channels.
We’ve built Vialto Private to work as an extension of your practice, covering tax and immigration services so you can focus on your core business and client relationships.
Our engagement model is designed to work commercially for your firm, with competitive and dynamic pricing, scale, world-class technology, and access to highly qualified tax professionals.
Specialist access and scalability
Gain access to specialist tax professionals who share your commitment to fostering client service—without the need to hire internally. Vialto absorbs the complexity and volume so your service levels can remain consistent year-round.
An integrated model
We offer an integrated engagement model for your clients, with advisors, tax professionals, and other stakeholders working in a coordinated way through a single process.
Ancillary services
Vialto’s broader capabilities—immigration advisory, international tax returns, and cross-border planning—are available to your clients without the need to source and manage those relationships separately.
Technology and visibility
Our proprietary platform provides a simple, secure, and connected technology experience for your clients, giving them visibility into their tax return status and providing your financial advisors with key insights—all without requiring you to chase for updates.
Client retention and growth
Give your clients a seamless, coordinated experience and you can strengthen the relationship in the process. Clients that are well served across every dimension of their financial lives are more likely to stay, consolidate, and refer.
A premium experience, made simple
Working with Vialto Private means getting senior-level expertise without the friction that often comes with it. VialtoDirect™ makes it easy for you to sign up quickly and securely in just minutes without compromising quality or personal attention.
- Fast digital onboarding with clear next steps and a defined scope of work, so there are no surprises
- Expert-led support from the outset, with the flexibility to expand services as needs evolve
