Inform Your Client: Don’t Wait to Apply for Citizenship Until It’s Too Late
Different trigger events can derail your client’s future citizenship by investment plans. It’s your job to shake them out of their false sense of security.
Read more
Reasonable Doubt
7 Ways HNWIs Sabotage Their Own Backup Plans – Part II
Making the purchase of a CBI the first step in planning your financial future is like making a visit to Home Depot the first step in planning your dream home, writes David Lesperance.
Read more
7 Ways HNWIs Sabotage Their Own Backup Plans – Part I
When planning citizenship, visas, and tax residency, trying to do it yourself can be worse than doing nothing at all, writes David Lesperance.
Read more