International and Domestic Insurance & Annuities is an area we excel in! Insurance solutions have been used and consistently improved upon for hundreds of years. They have more recently increased their functionality to consist of more than income protection. The right Insurance & Annuity Solutions should and will include creditor protection, estate planning, tax mitigation (both immediate and future), philanthropy and even investment applications. Everyone experiencing a major life changing event should consider re-evaluating their strategy to deal with the Worst and the Best-Case Scenarios. Often, the best solution to mitigate the risk of paying a large tax and financial bill, a major health, disability, illness, or life changing event is the purchase of insurance policies that cover off on these risks and match specific life goals:
Experts in accessing and navigating US risk management markets, structuring and underwriting US domiciled life insurance and annuities solutions for non-US residents and non-US citizens through Section 2105 of the US Internal Revenue Code (IRC). These solutions defer, reduce and eliminate taxes while providing asset and creditor protection with low economic, political and business risks in the world's largest economy - the US.
We specialize in collaborating with clients and their trusted advisors driven by the desire to create lasting impact through philanthropic gifts utilizing life insurance. Our expertise lies in crafting and executing strategies that allow individuals to structure and actualize their visions of giving back. By seamlessly integrating insurance solutions, we help you navigate the intricacies of philanthropic planning, ensuring your legacy of generosity endures while maximizing benefits for both your chosen causes and loved ones. Let us guide you in devising and implementing these purposeful plans, ensuring your philanthropic aspirations become a tangible reality.
Assisting Canadians and Americans to live on both sides of the border. Advising professionals, corporate clients, and individuals through the complexities of working and living a cross-border lifestyle. Specific expertise in designing group corporate benefit plans and creating tax mitigation solutions for high net-worth individuals. Whether you are moving to the US, moving to Canada, selling a business, buying a home or just want to be able to spend more time in either country – we will provide support and the proficiencies to make this transition possible, comfortable, and successful.
We excel with over three decades in specializing in assisting and implementing solutions for business owners, high net-worth individuals, and self-employed professionals to more prudently manage and plan the evolution and conversion of their business assets into personal and estate wealth. Our Team provides a holistic approach, taking into consideration the ability to effectively shelter income at the corporate level, reduce taxes on personal income and estates, defer or eliminate tax on investments and creditor-proof assets.
To further explore any of these options and planning strategies let's book an appointment by clicking the button below...
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