North America

We serve both domestic and international inbound wealth creators and inheritors in the US and Canada with a comprehensive suite of tools to effectively plan and protect their wealth.

Clients typically work with us to access:

• Domestic US structuring to effectively plan for transition of wealth across generations, and associated Estate Tax, Generation Skipping Tax and Gift Tax

• Various US-specific structures including Spousal Lifetime Access Trust (SLATs), Intentionally Defective Grantor Trusts (IDGTs) and Irrevocable Life Insurance Trusts (ILITs)

• Domestic Qualified Small Business Stock (QSBS) structuring to support entrepreneurs that have created wealth through high growth technology businesses

• Specialist financial planning for US situs assets

• Revocable and Irrevocable Foreign Grantor Trusts for non US parents with US family members

• Structuring support ahead of intended ownership of US situs assets by non-US persons, including real estate, bankable assets (such as US equities and units in trusts or funds) and shares in operating businesses

• Our established operating team in Reno, Nevada and our capabilities in creating and administering the full range of domestic and foreign US trusts

• Solutions for non-Canadian parents/grandparents seeking to provide for Canadian-resident children and grandchildren

  To learn more about our North American domestic and international offering, contact our panel of experts below.