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Cross-Border Wealth: How Strategy and Simplicity Scale Family Wealth
For wealthy families and growing businesses with assets on both sides of the U.S. and Canadian border, managing wealth is a complex challenge filled with potential tax and liquidity pitfalls.
In this episode of From Stuck to Scaled, host Julio Gonzalez sits down with Wayne Baxter, Senior Executive Manager at One Capital Management, LLC. Wayne, who hosts the 3 Questions podcast, shares his strategy for simplifying and optimizing cross-border wealth management.
We dive into:
- Wayne's journey across the border.
- How he built his business within a business.
- The tax and risk management…
The skinny
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