Question 1

Who are your typical clients?

Accepted Answer

Our clients include ultra-high-net-worth individuals (UHNWIs), entrepreneurs, family offices, trustees, global investors, and private enterprises. We also advise internationally relocating families, cross-border business owners, and clients seeking second citizenship or residency by investment.

Question 2

What differentiates Gallant & Toole from other advisory firms?

Accepted Answer

We combine the technical rigor of Big 5 firms with the bespoke, relationship-driven approach of
a boutique partner. Our advisors include international lawyers, ex-Big 5 tax professionals,
private bankers, and fiduciary experts who work collaboratively to provide seamless, discreet,
and forward-looking solutions under one roof.

Question 3

Where is Gallant & Toole based, and do you operate globally?

Accepted Answer

Yes, we operate globally. While headquartered in a leading international financial hub, our
network spans North America, Europe, the Middle East, and Asia-Pacific through strategic
partnerships, legal correspondents, and client service teams fluent in cross-border complexity.

Question 4

Do you provide legal services in-house?

Accepted Answer

Yes. Our legal advisory team includes internationally qualified lawyers with deep expertise in
cross-border estate planning, regulatory compliance, corporate law, and international dispute
resolution. Legal advice is fully integrated with tax, financial, and fiduciary planning.

Question 5

Can you help with second citizenship or residency by investment?

Accepted Answer

Absolutely. Our Global Migration & Investment Mobility team advises on a full range of
residency-by-investment (RBI) and citizenship-by-investment (CBI) programs including Canada
Start-Up Visa, U.S. EB-5, Portugal Golden Visa, UAE, Malta, and others. We handle everything
from legal filings to family relocation support.

Question 6

What is your approach to digital asset custody and crypto taxation?

Accepted Answer

We provide secure, compliant digital asset custody solutions in partnership with
institutional-grade providers. Our team also offers crypto tax planning, reporting guidance, and
integration of digital assets into estate and trust structures—ensuring long-term regulatory
alignment.

Question 7

Do you assist with banking and private finance?

Accepted Answer

Yes. We arrange introductions to top-tier private banks, facilitate multi-currency account setups,
advise on credit and mortgage solutions, and optimize foreign exchange strategies. These
services are coordinated with your legal and tax teams for seamless execution.

Question 8

Is your firm regulated or licensed?

Accepted Answer

Gallant & Toole works with regulated partners and licensed professionals across all jurisdictions
in which we operate. We maintain the highest standards of compliance, data privacy, and ethical
practice, and always act in accordance with applicable laws and fiduciary obligations.

Question 9

How do you charge for your services?

Accepted Answer

Our pricing structure varies depending on the scope, complexity, and jurisdictional breadth of
each engagement. We offer retainer models for ongoing advisory and fixed-fee or project-based
pricing for discrete mandates. All fees are fully transparent, with no hidden commissions.

Question 10

How do I begin working with Gallant & Toole?

Accepted Answer

To begin, we schedule a confidential strategy consultation to understand your needs, goals, and
current structures. From there, we build a tailored proposal outlining scope, approach, and
timelines. All client engagements are governed by strict confidentiality and a fiduciary standard
of care.