Event | Hong Kong | Making the move: What you need to know about relocating, investing and planning in Canada and the US

Families with connections to Canada and the United States often face unique tax, succession, and wealth planning challenges that can significantly affect the preservation and transfer of family wealth.

Whether you are considering relocation, investing in North America, establishing a family office, or planning for future generations, understanding the cross-border legal and tax landscape is essential to preserving assets, mitigating risks and achieving long-term objectives.

Join us for an insightful discussion as our speakers explore the key considerations for internationally mobile families. 

In particular, we will discuss: 

• Pre-immigration tax planning for Canada and the US 
• Cross-border estate administration and international probate 
• Trust structures and US/Canadian tax considerations
• Family office structures in North America
• Cross-border succession and wealth planning 
• Managing assets and investments across borders

1 CPD accreditation has been pending for approval by The Law Society of Hong Kong.