Expert Cross-Border Wealth Management
Are you navigating the maze of US-Canada tax and investment complexity alone? Adviset Capital Partners offers specialized expertise to help Canadians with US financial ties optimize their wealth strategies while ensuring full compliance with both countries' tax and regulatory requirements.
- Specialized cross-border tax expertise for seamless compliance.
- Coordinated international investment strategies tailored to your unique situation.
- Deep understanding of US and Canadian regulatory landscapes.
- An extensive professional network spanning both nations.
US-Canada Tax Planning and Compliance
Navigating the intricacies of cross-border taxation requires specialized knowledge. We help you achieve compliance and optimize your tax position on both sides of the border.
Tax Treaty Optimization
We leverage the Canada-US Tax Treaty to minimize double taxation and ensure your financial structures are optimally aligned with both countries' regulations.
FACTA & FBAR Reporting
Ensure meticulous adherence to Foreign Account Tax Compliance Act (FATCA) and Report of Foreign Bank and Financial Accounts (FBAR) reporting requirements.
Currency Management
Strategic advice on currency exchange and withholding tax implications to protect and enhance your cross-border asset values.
Professional Tax Coordination
We coordinate seamlessly with tax preparation professionals in both the US and Canada to simplify your annual filings and complex declarations.
Estate Tax Efficiency
Guidance on cross-border estate planning to minimize potential estate tax liabilities in both jurisdictions, protecting intergenerational wealth.
Regulatory Adherence
Comprehensive understanding of US and Canadian financial regulations to ensure all recommendations are fully compliant and secure.
Optimized Cross-Border Investment Strategies
Unlock opportunities and mitigate risks with investment strategies designed specifically for your cross-border profile, considering tax efficiency and global diversification.
- Tax-efficient account structuring across all relevant jurisdictions.
- Strategic currency hedging and foreign exchange management to protect your capital.
- Sophisticated international diversification and asset location strategies.
- Integrated cross-border retirement planning (401k, RRSP, IRA, and more).
- Guidance on US real estate investment strategies for Canadian residents.
Cross-Border Business and Professional Planning
For entrepreneurs and professionals operating across the US-Canada border, our insights help optimize business structures and personal compensation for maximum efficiency.
US Business Ownership & Tax Implications
Expert guidance on Canadian tax implications for US business ownership, ensuring compliance and tax efficiency.
Corporate Structure Optimization
Strategic recommendations for corporate structures that provide tax advantages across multiple jurisdictions.
Professional Practice Setup
Assistance for professionals establishing or expanding practices in both Canada and the United States.
Stock Option & Equity Compensation
Specialized planning for cross-border employees receiving incentive stock options or other equity compensation.
Business Sale & Liquidity Events
Planning for the tax-efficient sale of a cross-border business or other liquidity events.
Seamless International Estate Planning Strategies
Protecting your legacy across international borders requires a nuanced approach. We provide comprehensive estate planning that considers both US and Canadian regulations.
- Integrated cross-border will and estate plan coordination.
- Strategic US estate tax planning for Canadian residents.
- Guidance on international trust structures and their tax implications.
- Thoughtful beneficiary planning across multiple jurisdictions.
- Support for estate settlement and probate processes in multiple countries.
Coordinated Professional Network: Your Extended Team
Beyond our in-house expertise, we leverage a robust network of trusted professionals in both the US and Canada to ensure all aspects of your cross-border financial life are covered.
Tax Professional Coordination
Seamless collaboration with esteemed tax experts specializing in Canadian and US tax law.
Legal Counsel Across Borders
Access to a diverse network of legal professionals knowledgeable in pertinent multi-jurisdictional laws.
Global Banking Relationships
Connecting you with international banking and custody solutions that simplify cross-border transactions.
Immigration & Visa Planning
Coordination with immigration specialists for seamless personal and professional transitions.
Collaborative Approach
We facilitate regular meetings and updates among your professional team to ensure unified strategic planning.
Integrated Solutions
Our network provides a holistic approach to your cross-border financial, legal, and tax needs.