Latest / Legacy Builders: Strategies for Building Successful Family Enterprises
The Breakfast Table Test: When Tax Planning Meets Family Life
In this episode, we’re joined by David Lesperance, Managing Director at Lesperance & Associates. With over 30 years of experience advising high-net-worth and ultra-high-net-worth individuals and their families, David brings an international tax, residency, and citizenship planning perspective to the decisions families face across borders. Our conversation looks at how changing tax policies can prompt families to rethink where they live and hold their assets, the options available to them, and the obligations that accompany a move.
David also addresses how these choices affect everyday family…
The skinny
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