For wealthy families and growing businesses with assets on both sides of the U.S. and Canadian border, managing wealth is a complex challenge filled with potential tax and liquidity pitfalls.
In this episode of From Stuck to Scaled, host Julio Gonzalez sits down with Wayne Baxter, Senior Executive Manager at One Capital Management, LLC. Wayne, who hosts the 3 Questions podcast, shares his strategy for simplifying and optimizing cross-border wealth management.
We dive into:
- Wayne's journey across the border.
- How he built his business within a business.
- The tax and risk management complexities of dual-country assets.
- The critical questions families should be asking their advisors today.
If you're navigating international wealth complexities, this episode provides the clarity and strategy you need to ensure your assets are protected, integrated, and aligned with your long-term goals.
Connect with Wayne:
LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
Website/Podcast: https://www.onecapital.com/3questions.php
Follow host Julio Gonzalez on:
- LinkedIn at https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube at @opticution
- Webpage www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!