The preservation of wealth for high-net-worth individuals and foreign investors requires acumen, insight, and an ability to work with allied professionals. We assist Private Clients with all of their planning-related needs, including:
- Developing and structuring a coordinated plan to leverage differing legal and tax regimes for multi-jurisdictional property/family/business interests.
- Advising on cross-border trust planning for US and Canadian citizens or dual residents.
- Addressing international connections for Canadians with contacts abroad or non-resident persons with connections to Canada.