Evolve Cross Border Partners offers comprehensive cross-border tax and financial planning services with extensive professional experience. Our firm specializes in financial planning for affluent and high net worth families, including small business planning, estate and tax planning. Additionally, our related investment management firm can help you achieve your wealth management goals and objectives.
Evolve Cross Border Partners, LLC
OUR STORY
Evolve Cross Border Partners, LLC
Evolve Cross Border Partners, came together as established group of professionals with highly experienced, diverse and complementary skill sets. Having previously worked together the professionals at Evolve set out to be the pre-eminent cross-border firm in North America.
Embracing a value-for-fee advisory model, Evolve aspires to provide a cross-border planning service where fees and deliverable services are aligned through intrinsic value creation for our clients.
Evolve is 100% employee-owned, completely independent, and unbiased. Evolve professionals are committed to our fiduciary duty to clients. We believe that our clients value an independent, skilled partner providing viable solutions that will enable them to exceed their aspirations and reach their cross-border financial goals.
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Collectively, Evolves partners have overseen some of Canada’s largest corporate executive re-locations and successfully implemented high-net-worth and ultra-high-net-worth individuals’ cross-border moves across many countries world wide.
The firm’s organic growth model and independence allows it to maintain a business structure that is both free of conflicts and aligned with our culture of professional service.
Introducing Your Cross-Border Tax and Financial Planning Experts.
We are dedicated to serving high net worth families and executives transitioning between the US and Canada, offering comprehensive support for their family affairs. Our services encompass immigration guidance, healthcare advice, optimizing registered accounts, small business restructuring, pensions, cross-border estate planning, investment management, tax planning, and executive relocation. We are closely affiliated with our investment management firm, ensuring a seamless integration of services.
Experience a smooth US-Canada cross-border relocation with our expertise.
What We Do
Cross Border specializes in providing essential services for clients with specific relocation requirements. Whether you're a Canadian moving to the U.S., an American moving to Canada, or a foreign national residing in either country, we are here to assist you.
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Canadians Moving to the US
Americans Moving to Canada
Americans Living in Canada
Canadians Living in the US
Executive and Corporate Relocation
Multidisciplinary Professional Team
Meeting All Aspects of Your Cross-Border Experience
Our collaborative team approach provides cross-border and domestic strategies for tax optimization, corporate structure, estate and trust planning in multiple countries, and cross-border healthcare planning. The high degree of integration between our legal, tax, and planning teams provides an invaluable incorporated and cost efficient resource which is unique in our industry.
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Our advisory clients receive a team of attorneys, accountants, and business professionals to meet all aspects of their planning needs. We have a comprehensive, holistic approach to making sure that the plan that we recommend for you is the best possible marriage of all of the considerations ensuring your success.
