Working with Non-US Residents: How Wealth Management Crosses Borders #
We work with clients in the UK, Canada, Australia, Europe, and Dubai regularly. The short answer is yes, non-US residents can use our services. The longer answer is that your country’s laws determine how we structure things, and we’re not going to pretend we know Canadian tax code better than Canadian lawyers.
Here’s how it actually works.
You come to us with a financial situation that spans multiple countries. Maybe you built a business in Dubai, hold property in London, and want to retire in Australia. Or you’re Canadian with U.S. investments and a vacation home in Europe. The wealth management strategy part is ours. The local legal structure part requires someone who practices law where you actually live.
We handle the strategy and connect the dots. We coordinate with local counsel in your jurisdiction to figure out what structure makes sense under your country’s laws. In Canada, that might be a family trust or holding company. In the UK, it could be a discretionary trust or investment company. Dubai has different options entirely. Australia has its own framework. The point is we don’t guess at foreign law and we don’t DIY it.
This matters more than people realize. You can’t just copy a U.S. wealth structure and assume it works elsewhere. A registered investment advisor in the U.S. operates under specific rules. Those rules don’t translate directly to other countries. Each jurisdiction has its own version of fiduciary duty, its own custody requirements, its own reporting standards.
When you’re managing serious assets across borders, you need coordination between your wealth manager and your local advisors. We provide the fiduciary-level guidance on the investment and planning side. Your local counsel handles the legal structures that need to comply with your home country’s regulations. We talk to each other so nothing falls through the cracks.
For high-net-worth individuals and families, this coordination becomes critical. Your tax strategy has to work in multiple countries at once. Your estate plan needs to function under different legal systems. Your asset custody arrangements need to satisfy regulators in more than one place. One person trying to handle all of this alone misses things. We’ve seen it happen.
Family office services at this level mean we’re thinking about your complete financial picture while working with the specialists who know the local rules. We don’t replace your tax advisor in Sydney or your solicitor in London. We coordinate with them. We make sure the investment strategy aligns with your multi-generational planning. We ensure your philanthropic goals work within whatever structure your country requires.
Digital Wealth Partners provides wealth management and investment advisory for international clients who need someone thinking about the whole picture. Digital Ascension Group coordinates family office services for families where the complexity requires more than just portfolio management.
The structure depends on where you live. The strategy is what we do.
Contact Digital Ascension Group to learn how our family office services can coordinate your complete financial picture.
