Vialto Private
Trusted tax, social security, and immigration expertise for individuals
When work, income, or location span jurisdictions, the rules that govern where you can live and work—and how you meet your tax and reporting obligations—matter, as does the quality of advice behind every decision.
Vialto advises individuals and families with lives that cross borders, bringing deep experience, global scale, and senior-level judgment to the compliance, regulatory, and reporting decisions that shape work, wealth, and long-term outcomes.
Vialto Private services
Tax and immigration compliance and planning
We help individuals and families stay compliant and make confident decisions as life and work span locations.
- Global individual tax compliance and advisory, including complex US returns and cross-border income, assets, and reporting
- Immigration compliance and advisory for visas, status, and citizenship or residency needs
- Ongoing advisory as circumstances change, including state-to-state and international planning with tax implications
Major events and complex interests
We advise at moments that materially affect wealth, risk, and reporting.
- Liquidity events
- Equity-based compensation
- Partnerships and closely held company interests
Wealth transfer and legacy
We support long-term wealth decisions, from succession to philanthropy.
- Trust, estate, and succession planning and advisory
- Gift and wealth transfer compliance and reporting
- Philanthropic and charitable structures, including private foundations and exempt organizations
Expertise and scale
We provide a depth of experience and independence clients can rely on.
- 7,100 global experts and 250+ US-based tax professionals; all returns signed off by an EA, CPA, or attorney
- 207,000 tax returns prepared globally, including 35,000 US individual returns in 2025
- Specialist immigration expertise serving private clients across 52 countries plus in the US
A premium experience, made simple
We offer expert-led support, paired with a secure web and mobile experience—so you have clearer visibility, simpler communication, and confidence in what happens next.
What you can expect
- Dedicated experts with deep subject-matter knowledge
- Clear visibility into progress, key milestones, and next steps
- Simple, secure communication and document sharing in one place
- Intelligent prompts to keep you ahead of deadlines
- Trusted privacy and security for high-stakes personal matters
Working alongside your trusted advisors
Many of our private clients engage us directly or are introduced through a wealth manager, financial advisor, or attorney. In these cases, Vialto takes responsibility for tax advisory and compliance and, where required, immigration support—while coordinating appropriately when broader wealth planning is involved.
A faster way to engage Vialto Private
We know onboarding and signing up for services can feel complex. VialtoDirect makes it simple to engage Vialto Private 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