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.

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.

Contact us today to find out more about our KeatsConnelly Private Client services and how our vast referral network of cross-border experts could be a good fit.

Cross-Border Books
The Border Guide
Now available in its 12th 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.
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.

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