Preserving Wealth When Your Home Life Changes: Marriage, Birth and Family Planning
Many of our clients are truly global citizens by virtue of their professions, businesses and dynamic families. Their personal situations can often change as a result of marriage, divorce, birth, adoptions, etc. We always examine the potential residence, citizenship, and family law issues that may arise out of these life changes. We identify the risks to be avoided and opportunities that can be realized through properly organized strategies.
“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.”
Director, Forvest Family Office Group, North, Central & South America
Get in Touch
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 possibly into the future, please contact us for a private no-obligations first consultation at: