Global Wealth and Property Management
Explore tailored advice and customized strategies to protect your wealth and assets globally, ensuring your peace of mind.
Cross-border estate planning and property ownership involve managing assets and real estate across the border. It's about carefully organising and preparing an individual's wealth and property to be transferred to beneficiaries in a tax-efficient and legally compliant manner. This planning considers the unique laws of both Canada and the US to minimise taxes and legal complexities.
To navigate these processes successfully, it's important to seek help from professionals who understand international tax laws. They ensure that your assets are secure, taxes are minimised, and the transfer of wealth is seamless. The goal: peace of mind.
Cross-border estate planning and property ownership can present various complex challenges for individuals and families due to the involvement of multiple jurisdictions and legal systems. Some of the common problems people face in this context include:
As qualified professionals in both the US and Canada, we have a unique advantage in providing comprehensive advice that takes into account the laws of both countries.
Experienced in:
Our client engagement mirrors our core principles: discretion, proficiency, and transparent fees. Instead, our onboarding process simply ensures that we are the professionals best suited for your situation.
Providing us your individual and, if applicable, business name(s) is all that we need to start this process.
Choose Bordera to access a team with 25+ years of cross-border tax experience, offering big firm knowledge tailored to your needs without the associated bureaucracy. Benefit from cross-border tax and immigration solutions that transcend national perspectives, ensuring efficient and effective resolutions from day one.
Bordera Tax and Immigration Law is a premier firm with a sound focus on cross-border tax issues for individuals, corporations, partnerships, and trusts. With offices in Calgary and Vancouver, our US lawyers and accountants assist clients worldwide in renouncing US citizenship, obtaining US visas, and expanding Canadian businesses into new US markets. We excel in voluntary disclosures, tax compliance, and dispute resolution with US and Canadian tax authorities. Our extensive knowledge in cross-border estates, trusts, and real estate investments enables us to optimise tax efficiency and safeguard clients' assets. We also offer guidance in Canadian departure tax planning. Trusted for our insight and experience, we have presented on cross-border tax topics to accounting firms, private wealth managers, and banks. Count on Bordera Tax and Immigration Law for top-tier advice and exceptional service.
