- Well-established families seeking knowledgeable advice transferring wealth to the next generation in a tax and cost-efficient manner.
- Those seeking conscious prosperity.
- Pre-retirees who want to make the most of their savings as they approach retirement.
- Families who require knowledge and expertise in cross-border issues (
US and Canada). - Retirees seeking innovative strategies to maximize their after-tax retirement income while protecting their financial security.
- Philanthropists looking for creative ways to enhance their legacy to chosen charities.