When your family lives across borders, your wealth structure must, too.
Cross-border legacy is not six separate pieces of advice — it is one integrated architecture.
Canada, the United States, the United Kingdom, Hong Kong, Singapore, Australia. Multiple identities, multiple tax codes, multiple time zones.
Common Topics
Family Law Does Not Recognize the Family's Boundaries
Direct asset distributions are vulnerable to division during a child's marital breakdown in Canada, the U.S., the U.K., and Australia. Families require conditional design—deciding when to distribute, to whom, and how to protect the assets. This is the work of structural architecture, not merely a will.
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Succession Does Not Always Mean Inheriting the Business
As second-generation members increasingly pursue art, academia, or philanthropy, forcing succession traps both generations. True design separates ownership, control, and beneficial rights. Trusts and family charters are not just tools; they are arrangements that liberate both generations.
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Expertise
We design the integrated architecture that holds your family across six jurisdictions.
Our Clients
If your family fits any of the profiles below, your situation is precisely what we work on.
Multi-Jurisdiction Families
Families holding combinations of Canadian PR, U.S. green cards, U.K. ILR, Hong Kong status, Singapore PR, or Australian tax residency. The complexity of the identity mix determines the complexity of the architecture. A wealth plan designed for a single country is no longer enough.
Pre-Immigration Families
Planning to land in Canada, the U.S., the U.K., Australia, or Singapore within the next 6–18 months. Before status changes, design windows still exist that close — sometimes permanently — after landing.
Families with U.S. Persons
One or more family members are U.S. citizens, green card holders, or U.S.-born — even when no one else is. The presence of a single U.S. person reshapes the design logic for the entire family.
Intergenerational Wealth Families
Whose concern is no longer return — but layered control, the next generation's path, equity among multiple children, and the reach of family law into family wealth. Continuity now requires structure, not product advice.
Advisors & Family Offices
Insurance brokers, attorneys, accountants, family offices — needing a design partner conversant in the tax codes of six jurisdictions for cross-border complex cases.
Our Role
A design firm, not a sales firm.
Why a single advisor cannot handle this alone
Cross-border succession requires integrating law, taxation, insurance, trusts, immigration status, and timing. Canadian advisors overlook the international scope; Hong Kong private banks miss the Canadian context; and U.S. lawyers often just advise renouncing citizenship. No single professional can navigate the entire picture of a cross-border family’s affairs.
This is outside our scope; please seek a U.S. professional.
We can only handle structuring within Canada.
We advise giving up your Green Card to make things simpler.
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Key Jurisdictions
50+
Families Advised
18 Months
Avg. Implementation Cycle
$2B+
Total Assets Advised
How We Work
Front-end diagnostics and architecture design, back-end coordination of lawyers, accountants, trust companies, and private banks across multiple jurisdictions—ensuring the plan is robust and consistent across all jurisdictions.
Our Process
How We Work
About the Founder
Yiming Hu · Succession Architect
CFA | FRM | JD, University of Toronto | STEP Canada Member
This firm was born from a personal question.
Three generations of my family live across three countries and hold four different statuses. My parents are in one place, my husband and I are in Canada, and the next generation is another combination again. I began studying cross-border tax law, trusts and life insurance structures because my own family needed this planning.
Along the way I found that every advisor was strong in their own jurisdiction: Canadian advisors know Canada, Hong Kong private banks know Hong Kong, U.S. lawyers know the U.S. But almost no one was responsible for putting the pieces together and seeing a cross-border family's affairs through from start to finish.
That is what Nexus Legacy does.
Yiming holds the CFA and FRM designations and a JD from the University of Toronto, and is a member of STEP Canada. She previously served as a commercial banking relationship manager at BMO.
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Cross-Disciplinary
Expertise
How are you different from a family office, private bank, or law firm?
Private banks start from products. Law firms start from documents. Family offices typically manage existing portfolios. We start from architecture — looking first at the entire picture across jurisdictions and generations, then determining what specific tools are needed and who should implement them.
Do you provide legal or tax services directly?
We already have lawyers and a private banker. Why do we need you?
Which jurisdictions do you cover?
What can the first consultation accomplish?
How do you charge?
Let's Talk.
Start With Your Family's Landscape.
The initial consultation does not discuss products or recommend solutions. We spend 60 minutes clarifying your family's landscape across six jurisdictions and identifying the top three priority issues.