We work with entrepreneurs, business owners, corporations, institutions and high net worth families and individuals with particular focus on advising executives in the mining and oil and gas industries.
Our investment services include astute trading execution, insurance† strategies for business and households, tax-effective estate planning including the structuring of family trusts, cross-border taxation issues for US residents, retirement planning, and more.
Our corporate finance activities include assistance with Initial Public Offerings (IPOs), Capital Pool Companies (CPCs) and private placements.
†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).
The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.
Our highly dynamic team is committed to serving your investment needs with the highest level of integrity and professionalism. Learn more