Lesperance & Associates is a Toronto-based boutique law firm with clients and advisory partners around the world. We specialize in
developing innovative and tax-efficient citizenship, residence and domicile solutions. We help globally mobile, High Net Worth
individuals and families navigate the maze of taxation and regulation to optimize their Passport Portfolios™ and achieve their personal,
financial and business goals.
Working with each client's professional advisory team (family office, trustees, lawyers, accountants, private bankers, financial planners,
etc.), we apply our expertise to develop creative "livable", long-term and legal strategies that meet clients' financial-planning objectives
and protect their families' security, property and mobility.
Recent Engagements:
As legal specialists in creating tax-efficient residence, citizenship and domicile solutions, we understand the concerns facing today's
HNW individuals. Each solution is crafted and personally overseen by founder David S. Lesperance, a Barrister and Solicitor regulated by
the Law Society of Upper Canada. With over 18 years of travelling and living internationally while practicing in this area, he knows the ins
and outs of international citizenship, tax and domicile regulations. The firm's network of global contacts is unmatched.
Each individual and family situation is unique and complex. Furthermore, the impact of our work will dramatically impact the lives of our
clients and the generations which follow them. Therefore prospective clients are encouraged to contact us through or with their current
financial and/or legal advisors. All discussions with clients and their advisors are governed by solicitor-client privilege which ensures
your privacy.
developing innovative and tax-efficient citizenship, residence and domicile solutions. We help globally mobile, High Net Worth
individuals and families navigate the maze of taxation and regulation to optimize their Passport Portfolios™ and achieve their personal,
financial and business goals.
Working with each client's professional advisory team (family office, trustees, lawyers, accountants, private bankers, financial planners,
etc.), we apply our expertise to develop creative "livable", long-term and legal strategies that meet clients' financial-planning objectives
and protect their families' security, property and mobility.
Recent Engagements:
- Advising family offices and financial advisors in the U.K. on alternative residence and citizenship options for "non-doms" (i.e. resident non-domiciled remittance taxpayers) affected by recent tax changes;
- Counseling clients from Eastern Europe and the Middle East on potential citizenship and residence options for their families, based on mobility, tax, schooling and lifestyle concerns;
- Arranging Passport Portfolios™ of appropriate residency and citizenship options for increasing numbers of "expatriating" American citizens concerned about onerous estate, capital gains and income taxes, personal security, and litigation in the U.S.;
- Conceiving and executing a Passport Portfolio™ solution for an elite professional athlete which will allow him to work in all possible jurisdictions for his sport, protect his assets, minimize his global tax burden and enhance his current lifestyle by easing his prior mobility problems;
- Helping international clients sort through the relative advantages of relocating to non-traditional tax havens such as Australia, New Zealand, Ireland, Canada and Switzerland;
- Consulting on and proposing changes in economic citizenship legislation with the elected officials of several Caribbean nations; and
- Assisting with successful active retirements in traditional lower-tax jurisdictions.
HNW individuals. Each solution is crafted and personally overseen by founder David S. Lesperance, a Barrister and Solicitor regulated by
the Law Society of Upper Canada. With over 18 years of travelling and living internationally while practicing in this area, he knows the ins
and outs of international citizenship, tax and domicile regulations. The firm's network of global contacts is unmatched.
Each individual and family situation is unique and complex. Furthermore, the impact of our work will dramatically impact the lives of our
clients and the generations which follow them. Therefore prospective clients are encouraged to contact us through or with their current
financial and/or legal advisors. All discussions with clients and their advisors are governed by solicitor-client privilege which ensures
your privacy.