International Clients
For Canadians with $10M+ in digital assets, what strategies exist to arbitrage different tax rates between personal holdings, corporations, and trusts across tax years?
Last Updated: January 27, 2026International Clients: Why Your Home Country Matters More Than Your Bank’s Location If you have substantial wealth and live outside your financial advisor’s home country, you’re an international client. This matters because tax laws, regulations, and financial structures don’t work...
What are the “GILTI” rules (Global Intangible Low Tax Income) that affect US citizens trying to use offshore corporations?
Last Updated: January 27, 2026GILTI Rules: Why Offshore Corporations Don’t Work Like They Used To US citizens who set up offshore corporations thinking they’ll defer taxes often get hit with a surprise. The surprise is called GILTI, and it’s designed specifically to stop what...
What is the Section 85 rollover in Canada, and how does it allow Canadians to move crypto into a corporation without triggering immediate tax consequences?
Last Updated: January 27, 2026International Clients: What Wealth Managers Mean When They Talk About Cross-Border Money If you’re reading this, you probably have assets in more than one country. Or you’re about to. And someone just told you this creates “complications.” They’re right, but...
How does Canada’s capital gains inclusion rate work, and what changed when it increased to 67% for amounts over $250,000?
Last Updated: January 27, 2026Canada’s Capital Gains Inclusion Rate: What Changed and Why It Matters Canada doesn’t tax capital gains the way most people think. You don’t pay tax on the full gain. You pay tax on a percentage of the gain, and that...
What options exist for offshore asset protection trusts (Cook Islands, Cayman, Bermuda, Nevis, Panama), and why does Panama have favorable US treaties?
Last Updated: January 27, 2026Offshore Asset Protection Trusts: What Actually Works and Why Panama Matters Offshore asset protection trusts make people uncomfortable. The phrase sounds like something you hide. It’s not. It’s legal structure designed to make it harder for creditors to grab your...
Can non-US residents (UK, Canada, Australia, Europe, Dubai) use your services, and do you have local partners or recommendations for equivalent structures under foreign laws?
Last Updated: January 27, 2026Working 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...