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If you are a high or ultra high net worth individual or family concerned that your current citizenship, residency and tax plans do not adequately address your unique personal, family or professional situations today or in the future, or if you are an advisor to same and would like some expert advice, please contact us for a private no-obligations first consultation at:
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“I’ve worked with David for over 20 years on clients from around the world both in my current role and as a Senior Private Banker at the Royal Bank of Canada. David is much more than an immigration advisor because he also understands pre- and post-immigration tax and asset protection planning. Indeed, David shows how a second passport – as part of a comprehensive plan – is not just a necessary option but an opportunity…so our mutual clients land in their new countries in the most advantageous tax position possible.”
John McLeod
Director, Forvest Family Office Group, North, Central & South America
