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Wealth Management and Foreign Investment

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.

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