We are a team of professionals with more than 100 years of combined experience in tax, legal, accounting, estate planning, succession planning, investment analysis/allocation and various other areas of expertise that brought us together to assist clients with this specific need.
We work with families seeking to emigrate from Canada and cease their tax residency with a minimum of $50M of assets.
While the majority of our business is departure planning, for some clients emigration is not their final solution. For those who elect not to leave, we also have the ability to find a middle ground and significantly reduce taxation while retaining full flexibility of investments globally at 40-60% lower tax rates than they are currently experiencing and to avoid future potential estate taxes .