Firm News

Pre-Sale Opens for New Global Guide on International Relocation and Tax Planning for High-Net-Worth Individuals

July 08, 2026

 

Aird & Berlis is pleased to announce that pre-sales are now open for the upcoming release of the new Wolters Kluwer book, International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors.

Click here to purchase a pre-sale copy. Use the code “PRESALE” for 20% off.

Click here to view Aird & Berlis webinar opportunities related to the publication.

Click here to register for the Wolters Kluwer webinar "Tips & Traps: U.S. Expatriation Tax, Countries Offering Citizenship & Favourable Jurisdictions."

Click here to join the official waitlist and receive exclusive launch updates and exclusive discounts.

Jack Bernstein, senior tax partner at Aird & Berlis, served as both editor and Canadian country author for this comprehensive resource designed for high-net-worth individuals, family offices and professional advisors navigating the complexities of global mobility. The publication reflects the commitment of Aird & Berlis to providing sophisticated, practical advice to clients with international interests and highlights the firm’s leadership in private client and cross-border tax matters.

This multi-jurisdictional guide brings together contributions from leading practitioners across more than 48 countries to address the increasingly complex legal, tax and lifestyle considerations associated with cross-border planning and relocation. The book was developed in response to growing global mobility trends and increased demand for coordinated cross-border advice.

In today’s environment of dynamic tax systems, geopolitical uncertainty and evolving regulatory frameworks, international relocation is no longer a simple change of residence. It is a strategic decision that can significantly impact wealth preservation, family governance and long-term financial planning. This publication positions relocation as an integrated legal, financial and lifestyle decision.

The guide provides a practical, cross-disciplinary framework to support high-net-worth individuals and their advisors in addressing key considerations, including:
  • Tax residency, departure tax and cross-border compliance
  • Wealth preservation and estate planning across jurisdictions
  • Immigration pathways, residency options and citizenship considerations
  • Family, succession and governance planning
  • Lifestyle factors such as healthcare, education, safety and quality of life

This publication reflects a truly global collaboration, bringing legal, tax and lifestyle perspectives into a single resource to support complex cross-border decision-making.