BUSINESSFOR FIRMS WITH A GLOBAL OUTLOOK
Broaden your firm’s cross-border capabilities. Streamline client preparation. Create capacity for higher-value advisory work.
For law firms, wealth managers, and accounting practices.
CANADIAN, U.S. & U.K. CLIENT MATTERS
Prepare Canadian, U.S., and U.K. departure matters in one firm workspace. Organise the client facts, explore destinations, and move each file through preparation and professional review.
Your expertise. Your engagement. Your client.
DEVELOPED FOR
professional advisory practices.
EFFICIENCY. CAPABILITY. COMMERCIAL VALUE.
Your expertise creates value when it is applied to client decisions. A consistent preparation workflow can reduce administrative rework and create capacity for analysis, advice, and additional client mandates.
Guided fact collection, separate client files, and saved plans keep the relevant circumstances together. Return to the existing record as matters develop, with less time spent reconstructing the context for each review.
Add structured departure and destination planning preparation to your client service without developing a separate platform. Guided questions and jurisdictional resources help identify where your expertise or specialist input is required.
Reduce avoidable time spent reconstructing client facts. On fixed-fee work, less administrative rework can support healthier margins; across your practice, it can free capacity for substantive advice and further mandates.
COMMERCIAL VALUE FOR YOUR PRACTICE
Give your legal, accounting, wealth management, or relocation practice a repeatable foundation for additional client services. Organised preparation helps you identify the work required, define the scope, and focus on the advice clients value.
Consolidate residency and financial facts before review. Give your firm a clearer basis to scope departure assessments and identify related advisory needs within its competence.
For accounting practicesKeep client circumstances, intended destinations, and planning questions together, so professional time can focus on legal analysis and clearly scoped cross-border mandates.
For law firmsIntroduce structured relocation and residency preparation alongside wealth planning. Surface the client’s family and financial priorities, and identify where specialist advice or an expanded mandate may be appropriate.
For wealth managersGLOBAL ESTATES & SUCCESSION
Extend your client service beyond relocation. Estate Global helps clients organise the planning considerations surrounding global trusts, foundations, wills, and succession—giving your firm a broader basis for coordinated advice and further client mandates.
Help clients clarify trust and foundation objectives, relevant jurisdictions, beneficiaries, and governance roles. Focused guides and checklists prepare the issues for your firm’s assessment.
Bring existing wills, powers of attorney, asset ownership, and beneficiary arrangements into a coordinated planning conversation, with questions identified for review across the relevant jurisdictions.
Clarify who should benefit, who will make decisions, and how family assets or business ownership should pass between generations. Turn client intentions into a focused brief for professional advice.
Give clients a practical way to prepare before a meeting, identify related estate and succession needs, and scope additional work with greater clarity.
Planning briefs, jurisdiction guides, and preparation checklists.
THE EXIT GLOBAL NETWORK
Focus your practice on Canadian, U.S., and U.K. client matters, with the relevant preparation questions and international destination resources available alongside each file.
Canada, the United States, and the United Kingdom. U.S. matters include federal and state context.
28↗16 country-level options, nine U.S. states, plus Puerto Rico, Hong Kong and the Cayman Islands.
Develop additional services within your existing client relationships. Your firm defines the scope and leads the advisory engagement.
START WITH FIVE. BUILD FROM THERE.
Bring your first five clients into an organised advisory workspace at no cost. Expand your firm's capacity when the next engagement calls for it.
Up to 5 active clients
Start free ↗6–20 active clients
Start with 5 free clients ↗21+ active clients
Start with 5 free clients ↗Every plan includes the firm workspace, team access, client portal and document sharing. Prices are in USD per firm, per month. Active client records count towards capacity; archived clients do not. Your firm owner confirms a paid plan before expanding beyond its current allowance. Estate Global is a separate service.
TURN CAPABILITY INTO CLIENT VALUE
Create your firm workspace, add a client, and make structured preparation a repeatable part of your advisory service.
Your firm workspace is administered through your individual login. Professional advice, filings, paid reports, and reviews remain subject to a separate scope of engagement.
BUSINESS WORKSPACE
Your client work, clearly organised.
YOUR FIRST CLIENT ENGAGEMENT
Your workspace is ready for client files.
Complete ✓Add a client name or internal label and choose Canada, the U.S., or the U.K.
Confirm the route, prepare the client facts, and save the working plan.
CONTINUE YOUR WORK
Bring the relevant circumstances together before the advisory review.
Enter a client name or internal reference to create their planning file.
Bring Canadian, U.S., or U.K. residency, family, and financial context together for your review.
Explore trusts, foundations, wills, and succession-planning resources for cross-border client matters.
Explore Estate Global ↗Opens the separate Estate Global service.Review departure and destination guides as you define the client's circumstances and scope.
Guides open in a new tab so your workspace stays here.Watch the five-minute guided tour ↗
The owner manages billing and administrator access. Invited advisers work within the firm; clients can access only their own shared updates and documents.
