Private Client Services

Life can get complicated. Our goal is to simplify and enrich it.

For high net worth individuals it often is a good fit to set-up a Family Office – a business run by and for a single family. The Family Office centralizes and manages the family’s assets, helping to effectively transfer wealth across generations. KeatsConnelly provides Private Client Services that can help determine every aspect of an effective Family Office for you and your family.

We are the largest and most experienced Canada-US cross-border wealth management firm serving exclusively Canadian and American citizens and families with life and business interests on both sides of the border. Our Private Client Services can be an excellent fit for the needs of high net worth Canadians and Americans.

Our Private Client Services are comprehensive and personal services for individuals and families looking for access to expert cross-border professional services in financial planning, tax and accounting, and wealth management. Each KeatsConnelly Private Client receives an expert team of cross-border specialists to help them conveniently and easily plan and execute their personalized cross-border plan.

Find out more about how the KeatsConnelly Private Client Services could be a fit for you and your family by e-mailing or calling us today at (800) 678-5007.

Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?
Crossing the Border?
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Upcoming Workshops
2017 - Phoenix, AZ
2017 - Palm Springs, CA
2017 - Naples, FL
2017 - Boca Raton, FL

WORKSHOP/SEMINAR DETAILS »