Elite Tax Strategies

Discover the tax planning strategies high-net-worth families rely on

See how we can help you unlock the same advantages through sophisticated local and international tax consultancy designed for startups, businesses, and entrepreneurs who demand excellence.

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Explore Services

25+

Years Experience

$2B+

Assets Protected

500+

Clients Served

40+

Countries

Pass down assets tax efficiently, minimize estate taxes, and build a lasting legacy

BAF helps you navigate complex tax landscapes through trusts and long-term structures including Non-Grantor Trusts, IDGTs, SLATs, ILITs, GRATs, Crummey Trusts, CLATs and more. Our experienced team provides strategic guidance tailored to your unique financial architecture.

Our Expertise

Comprehensive Tax Strategy Services

Estate & Legacy Planning

Sophisticated trust structures designed to preserve wealth across generations while minimizing tax burden.

✓ Non-Grantor Trusts
✓ Intentionally Defective Grantor Trusts (IDGTs)
✓ Spousal Lifetime Access Trusts (SLATs)
✓ Irrevocable Life Insurance Trusts (ILITs)
✓ Grantor Retained Annuity Trusts (GRATs)
✓ Crummey Trusts
✓ Charitable Lead Annuity Trusts (CLATs)

M&A Tax Strategies

Navigate complex mergers and acquisitions with strategic tax planning that maximizes value and minimizes liabilities.

✓ Pre-transaction tax structure analysis
✓ Asset vs. stock purchase optimization
✓ Cross-border transaction planning
✓ Tax-free reorganizations (338(h)(10), 336(e))
✓ Earnout and contingent consideration planning
✓ Post-merger integration strategies

International Business Corporations

Strategic international corporate structuring for global operations, intellectual property management, and tax efficiency.

✓ Jurisdiction selection and analysis
✓ Holding company structures
✓ Transfer pricing strategies
✓ IP migration and licensing structures
✓ Treaty shopping optimization
✓ BEPS and CFC compliance

Fundable Corporations

Optimize your corporate structure for venture capital, private equity, and institutional investment readiness.

✓ Delaware C-Corp structuring
✓ Cap table optimization
✓ Equity compensation planning (ISO, NSO, RSU)
✓ Section 1202 QSBS qualification
✓ Convertible note and SAFE structuring
✓ Pre-exit tax planning

Offshore Company Formation

Compliant offshore structures for asset protection, international operations, and strategic tax planning.

✓ BVI, Cayman Islands, Singapore entities
✓ Asset protection vehicles
✓ Trading and e-commerce structures
✓ FATCA and CRS compliance
✓ Substance requirements planning
✓ Ongoing compliance and reporting

Offshore Banking Solutions

Strategic international banking relationships for diversification, currency management, and financial privacy.

✓ Multi-currency account structuring
✓ Private banking relationships
✓ Investment account optimization
✓ FBAR and international reporting
✓ Currency hedging strategies
✓ Merchant account setup

For Your Business

Expert guidance for businesses of every size

Our experienced team helps your business—whether big or small—lower tax obligations and maximize available deductions and credits. Running a successful business brings new tax challenges, and our consultants provide expert guidance with personalized solutions.

“The Business Architect Firm transformed our tax strategy, saving us over $300,000 annually while ensuring complete compliance across our international operations.”

— Sarah Chen, CEO, TechVentures Inc.

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Why Leading Families & Businesses Choose BAF

We combine deep expertise, global reach, and personalized service to deliver unmatched tax strategy results.

Multi-Jurisdictional Expertise

Deep knowledge of tax regulations across 40+ countries, ensuring compliant and optimized structures worldwide.

Dedicated Expert Teams

Each client receives a specialized team of CPAs, attorneys, and advisors focused on your unique situation.

Proactive Tax Planning

We don’t just react—we anticipate changes and position you for maximum advantage before they happen.

Proven Track Record

Over $2 billion in assets protected and countless tax savings realized for our discerning clientele.

Our Process

How We Work With You

A structured, personalized approach that delivers measurable results while maintaining the highest standards of compliance and confidentiality.

Discovery & Analysis

Comprehensive review of your financial situation, business structure, and tax history to identify opportunities.

Strategy Development

Custom tax strategy designed specifically for your goals, risk tolerance, and regulatory requirements.

Implementation

Expert execution of structures, filings, and entity formations with meticulous attention to detail.

Ongoing Support

Continuous monitoring, compliance management, and strategy refinement as regulations and your needs evolve.

Ready to Optimize Your Tax Strategy?

Schedule a confidential consultation with our expert team. Discover how strategic tax planning can transform your financial future.

Schedule Your Consultation

All consultations are confidential. We typically respond within 24 hours.

Or contact us directly:

Canada

info@thebusinessarchitectfirm.com

The information provided on this website does not constitute legal, tax, or financial advice. Consult with qualified professionals for advice specific to your situation.