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    Tag: wealth management

    Jonathan N. Garbutt: Navigating global wealth with precision, turning complex Canadian tax challenges into opportunities for growth.

    I'm excited to share a bit about my professional journey. Over the years, I’ve had the privilege of practicing Canadian income tax law, advising high-net-worth individuals, global families, and businesses on complex cross-border transactions. My work spans corporate tax planning, M&A, international trusts, and estates, all with a focus on helping clients navigate the intricacies of the Canadian tax system. With experience at global law firms, a background as an economist, and founding my own boutique tax practice, I’ve developed a unique perspective that combines legal expertise with economic insight. It’s been an incredibly rewarding journey, and I look forward to continuing to provide strategic tax solutions to clients around the world.
    Executive Biography

    Antony Joffe: Preserving wealth with integrity, independence, and clarity for generations to come.

    Excited to share my professional journey and the continued growth of Sterling Trustees LLC. For over 15 years, I’ve had the privilege of leading an independent, conflict-free trust administration company dedicated to helping high-net-worth families and foundations preserve their wealth for future generations. Our focus on objectivity and integrity sets us apart, allowing us to provide personalized, transparent services to our clients. Through my work with Sterling Trustees, WealthHub Solutions, and the South Dakota Trust Association, I remain committed to innovation in trust administration and wealth management. Thank you to all the clients and partners who have supported us along the way! Check out my executive biography to learn more about my journey and the values driving Sterling Trustees’ success.
    Executive Biography

    © LEADAFI, Elevating Leadership, one article at a time.

    Lead-afi (verb): The act of improving, enhancing, or amplifying the leadership qualities of an individual or group, with the goal of establishing their executive brand and authority in their industry. This could mean coming up with and sharing a clear and compelling vision, building a strong personal brand, and getting known for being a thought leader and expert. Through Leadafi, executives can increase their visibility and influence within their industry, and position themselves as trusted and respected leaders.