about us

Over two decades, Cross-Border has managed the needs of both business owners and many aspiring and high-net-wealth individuals, from Investors and Directors to Entrepreneurs and Professionals and their Families.

Cross-Border takes pride in offering Clients uncompromising levels of excellence in the creation, protection and preservation of their assets and wealth.


Your goal

is our


Who We Are

Our Team is comprised of an ideal blend of performance excellence practitioners with years of roll-up- your-sleeves experience, and troubleshooting experts who truly understand how to develop outstanding solutions to our clients’ estate planning needs. We know what we’re doing, plain and simple. Our diverse, talented Team has extensive experience in strategic estate planning and consulting, and all of us are focused on quality and customer satisfaction.

From research and strategic planning through training and tactical execution, our Team understands the importance of fulfilling our clients’ wishes. We know how to take advantage of our Team’s broad knowledge base to help you achieve your goals.


OUR MISSION is to help you focus and use very specific estate planning strategies to build and secure generational wealth.

OUR PURPOSE is to give practical, commercially-minded advice and help every client implement strategic planning tailored to their specific goals and targets.

OUR VISION is to provide a one-stop shop for everyone who seeks to create, protect and preserve wealth.








How We Do It

Always exploring opportunities, we leave no stone unturned and conduct a thorough ‘deep-dive’ analysis before we make our final recommendations.

When providing advice, our recommendations are ones that are effective in protection assets and minimising Taxes. Reducing the taxes which your beneficiaries will have to pay on your estate is fundamental to any successful estate plan.

Our history of Client success and continuity proves our intensive and committed approach works.