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I2 Wealth - Cross Border Planning
Expert Cross Border Financial Planning Services for Canada and the U.S.. | i2 Wealth is a fee-based cross border planning firm that provides a range of...
Overview
Expert Cross Border Financial Planning Services for Canada and the U.S.. | i2 Wealth is a fee-based cross border planning firm that provides a range of financial services, spanning from hourly consultations and retirement analyses to fully scaled cross border financial plans.
General information
Firm type
Multi Family Office
Frequently asked questions
What specific cross-border challenges does I2 Wealth address?
The practice focuses on families with members or assets spanning the United States and other jurisdictions. Common engagements involve pre-immigration planning before a family member becomes a US tax resident, structuring foreign trusts to hold US-situs assets without triggering punitive PFIC or CFC rules, and unwinding offshore structures that create adverse US tax outcomes. The firm also counsels on expatriation planning and the interplay of US estate tax with forced-heirship regimes abroad.
What jurisdictions does the firm work across?
Engagements span the US and a broad set of treaty and non-treaty jurisdictions. Typical counterparty jurisdictions include common destinations for globally mobile wealth: the United Kingdom, Switzerland, Singapore, Canada, and various EU member states. The specific mix is client-driven and confirmed through retained local counsel in each relevant jurisdiction.
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