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Cardinal Point Wealth Management is a Canadian and U.S. wealth management firm dedicated to serving the sophisticated needs of high-net-worth families navigating cross-border financial complexities. With a fiduciary standard, their team provides tailored investment management, financial, estate, and tax planning solutions for clients in Canada, the U.S., and expatriates living abroad. Focused on delivering a seamless financial experience, Cardinal Point assists individuals and families transitioning between Canada and the U.S. by addressing critical issues such as departure taxes, asset management, and estate planning. Their expertise ensures that clients can effectively manage their wealth while minimizing tax liabilities and optimizing financial strategies across borders. Generated from the website

The Gallamar Group is a private investment firm based in Boca Raton, Florida, specializing in acquiring, operating, and building companies. With over 32 years of experience, they partner with family and founder-owned businesses and management teams to create market-leading companies and lasting value. They focus on low middle-market companies in various industries, including manufacturing, distribution, transportation, construction, and service-related businesses, where they see opportunities to add value through their expertise and track record of success.Generated from the website