Cross-Border Tax, Wealth & Estate Coordination
A Canada-centered cross-border family wealth coordination firm for families with assets across multiple countries (Canada, US, Europe, India), focused on global asset mapping, source-of-funds documentation, tax-reporting coordination, and estate-planning preparation.
SERVICES
Taking Your Business to
the Next Level
Cross-Border Tax Preparation & Reporting Coordination
We support Canadian tax preparation and cross-border tax reporting for clients with foreign income, foreign assets, newcomer issues, departure issues, and family wealth across countries.
Global Asset Mapping & Reporting
We create one organized view of your family’s assets across countries, including bank accounts, real estate, investment accounts, pensions, business interests, loans, and family-held assets.
Cross-Border Wealth Transfer Coordination
We help Canadian-connected individuals, families, and business owners prepare for major cross-border wealth transfers, including gifts, inheritance, property-sale proceeds, business-sale proceeds, and family support for Canadian home purchases.
We’re Good with Numbers
Years of Experience
15
36
Qualified Experts
120
Clients Every Year
9
Intl. Partners
ABOUT
Our Experts Are the Finest
Experts in recent developments around financial planning issues for Americans living in Canada and Canadians investing in the US, Europe, India.
TESTIMONIALS
OUR HAPPY CLIENTS
