Financial planning for ultra-high-net-worth individuals involves strategies designed to maximize investment returns while minimizing taxes and protecting assets. It also includes personalized risk management, philanthropic considerations and multi-generational wealth transfer planning.
If you’re an ultra-high-net-worth individual or part of an ultra-high-net-worth family, then it’s important to review some of the big mistakes people make that cause them to lose money, as well as what can be done to prevent these mistakes.
If you are considering moving across the border, this guide to the US-Canada Income Tax Convention outlines helpful information about the tax treaty.
Please keep in mind this is general in nature. We are not accountants or lawyers and we recommend you speak to your accountant about your particular situation.
