In a world where family offices play a central role in managing ultra-high-net-worth wealth, the complexity of assets demands high-level legal and tax expertise to navigate investments, estate planning, and family governance.
Your strategic partner for secure and optimized wealth management.
Family offices are critical in managing the wealth of ultra-high-net-worth families, whose assets often exceed $100 million. These families, holding complex assets such as diversified investment portfolios, family businesses, and real estate holdings, face unique challenges in tax, legal, and estate management. Twin Lisbet positions itself as your strategic partner to successfully navigate these challenges and ensure the longevity of your wealth.
Managing wealth of this magnitude requires an integrated approach, combining business law, international taxation, regulatory compliance, and estate planning. In 2024, the uneven recovery of private markets, evolving legislation, and the lingering impact of the pandemic on family businesses have increased the complexity of these issues. In this context, our experts, Audrey Ann Dumont, CPA, a seasoned tax specialist, and Me Amal Sebti, LL.B., a lawyer in tax and business law, offer tailored solutions to help influential families in Canada and the United States protect and grow their wealth optimally.
The chart below illustrates the distribution of global infrastructure transactions by sector from 2015 to 2024, expressed as a percentage of the total transactionEAD transaction value. This chart highlights a key trend for family offices: the diversification of investments into resilient and high-potential sectors. The transportation sector, which dominated in 2015 at 46%, dropped to 22% in 2023 before rising to 29% in 2024. Conversely, the telecommunications sector saw significant growth, rising from 5% to 16% over the same period. This shift, coupled with a notable increase in social sector investments (from 9% to 16%) and a slight decline in energy (from 15% to 13%), underscores the growing interest of family offices in sectors with strong long-term growth and sustainability potential. For wealthy families, these trends emphasize the importance of optimizing investment allocation while addressing complex tax and legal requirements.
Why choose Twin Lisbet?
We offer personalized support that addresses both the specific needs of each family and the legal and tax requirements of various jurisdictions. Here’s how we stand out:
1.Integrated and Strategic Approach
Managing your assets requires a 360-degree perspective. We combine expertise in tax planning and legal structuring to optimize your investments while adhering to international standards. Audrey Ann Dumont handles tax optimization, including income, capital gains, and estate taxes, while Me Amal Sebti establishes legal structures such as LLCs, trusts, and holding companies to maximize tax efficiency and ensure compliance with complex regulations, such as the US Corporate Transparency Act and Canada Revenue Agency (CRA) requirements.
2.Tailored Estate and Tax Planning Solutions
Estate planning is a major concern for wealthy families, with estate tax rates reaching up to 40% in the United States. We develop trusts and tax structures to reduce these burdens and minimize family conflicts during wealth transfer. We also optimize multigenerational successions with long-term strategies to ensure smooth transitions, maximize tax deductions, and comply with international regulations.
3.Management of Complex Investments
In a dynamic market where private equity transactions reached $2 trillion in 2024, optimizing investments while diversifying portfolios to withstand economic turbulence is critical. We assist in developing formal investment policies to structure direct investments, startup investments, vintages, and complex real estate portfolios. Whether you are involved in private equity funds or seeking strategic partnerships, we guide you to meet your specific needs while providing access to top-tier fund managers.
4.Harmonious Family Governance
Family decisions can quickly become sources of tension, especially in managing multigenerational successions or collective decision-making. We help establish family charters and governance structures to resolve disputes and ensure efficient decision-making. These structures are tailored to the size and complexity of your family, promoting harmony while aligning the interests of each generation.
5.Proactive Tax Dispute Resolution
Tax audits can be a significant source of stress, particularly for cross-border transactions or complex structures. We provide direct support in negotiations with tax authorities (such as CRA and IRS), helping to reduce costs and achieve amicable resolutions quickly. In case of disputes, we aim to minimize risks for your family while preserving confidentiality.
6.Confidentiality and Data Security
Confidentiality is a fundamental concern in family office management. We implement rigorous security protocols to protect your sensitive personal, tax, and business information, while complying with data protection standards in Canada and the United States. Discretion is at the core of our approach.
7.Our Added Value: A Long-Term Strategic Partnership
By partnering with Twin Lisbet, you benefit from a comprehensive and integrated approach tailored to managing your assets and resolving your tax and legal challenges. Our expertise allows you to focus on what matters: the growth and security of your wealth, without worrying about administrative and legal complexities.
We are committed to providing strategic, proactive, and personalized solutions based on in-depth analysis of economic trends and new tax regulations.
Whether you are located in Montreal, Toronto, New York, or elsewhere, Twin Lisbet supports you in a binational context, offering cross-border expertise to effectively structure your wealth across Canadian and US jurisdictions.
Contact us today at +1 514 656 5383 or via email at info@twinlisbet.ssquarestech.com.
