Find out if Cardinal Point can assist you with your Cross-Border Wealth Management and Financial Planning needs, requirements, and goals by completing the form on this page. Our team of specialists understand the complexities, legal requirements, and tactical strategies most advantageous for your personal and/or business situation.
Not all Cross-Border Advisors are legally licensed nor have the experience in managing assets on both sides of the border. Our team of specialist and industry renowned thought-leaders, have the experience to guide you through the most complex tax and financial planning situations. Your privacy is important to Cardinal Point Wealth Management. Once the form has been submitted, a Cardinal Point representative will contact you. No information will be released to any unrelated third party.
In our experience, those individuals or families that are a good fit for our firm’s services exhibit the following characteristics:
- Strive to develop a long-term working relationship with a trusted advisory team
- Desire to delegate and integrate their:
- portfolio management ($1M+ of investable assets), financial and tax planning requirements to a team of wealth planning professionals OR
- investment management only ($500K+)
