Wealth Preservation: We help high net worth individuals and their families organize their lives to protect their future wealth and security

At Lesperance & Associates we take wealth preservation very seriously. As one of the world’s pre-eminent specialist firms in the areas of citizenship, immigration and tax, we have helped scores of high and ultra high net worth individuals over the past thirty years.  With our help they can organize their residence, domicile, and citizenships to fulfill their personal, family and business goals, or as a hedge against possible risks to their wealth and security.

The Importance of Wealth Preservation

After a lifetime of hard work, our clients want to ensure that they protect as much of their wealth as possible. They may wish to continue enjoying the lifestyle they are accustomed to through retirement. Or they may want to be able to pass their wealth down to subsequent generations. None of this should be taken for granted, and wealth, just like your health, must be carefully preserved.

No two situations are the same. We offer bespoke solutions and planning for wealth preservation and security based on your personal circumstances and requirements.

How we can help

Back Up Plans©

Our most requested service is the preparation of bespoke Back Up Plans© that ‘prepare for the worst and hope for the best’

Citizenship by Investment

Not all Citizenship by Investment programs are the same. Therefore we work with you to find your best solution.

Citizenship by Ancestry

You may have a claim to citizenship arising from your ancestry. We can help.

International Tax Planning

We are one of the world’s pre-eminent specialist firms in the area of international tax related to residence and citizenship.

Changing Tax Residence

As tax and immigration experts we can advise and facilitate the process of changing your tax residence

Passport Portfolio

Enjoy the freedom to travel to and remain in one or more jurisdictions securely and legally with a personalized Passport Portfolio.

“I have known and worked with David for over two decades, initially when I was Chair of the Global Private Client practice as DLA Piper (then the world’s largest law firm) and more recently as founding partner of my own specialized tax law firm focused predominantly on international clientele. David’s deep and broad knowledge of tax and immigration law across the globe is unparalleled and certainly well-appreciated. In each case, he brings his many years of experience to bear and addresses the most complex of issues, always integrating practical solutions to resolve multi-jurisdictional, multi-generational problems for clients.”

Michael J. Legamaro, Esq.
Legamaro Banipal LLP

Read more testimonials

Get in Touch

If you are a high or ultra high net worth individual or family concerned about future wealth preservation, please contact us for a private no-obligations first consultation at:

Phone

Call toll free at (800) 478 0023 or
+1 (415) 685 4308

E-mail

info@lesperanceassociates.com

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