Expert Advisory for Complex Wealth

Why Families and Business Owners Choose SGA Globe?

Integrated Legal, Tax, Wealth planning, Accounting, Auditing, Compliance, Consulting, and Fractional CFO and Fractional General Counsel Services Designed for Complex Private Structures and Long-Term Management.

SGA Globe is structured to serve the needs of high-net-worth individuals, families, and closely held enterprises with complex financial, legal, and cross-border considerations. Our integrated platform brings together accounting, tax, legal, and wealth advisory professionals who work collaboratively on each mandate. This structure ensures that planning decisions are coordinated at the outset, rather than corrected after the fact, reducing execution risk and unintended tax or legal consequences.

Our team includes Canadian CPAs, Tax Specialists, Lawyers, Wealth Advisors, and U.S. CPA professionals with extensive experience advising high-net-worth families, business owners, and multi-jurisdictional clients. Many team members hold advanced credentials, including CPA Canada’s In-Depth Tax Program and TEP (Trust and Estate Practitioner) designations, and are active members of leading professional organizations across tax, legal, and estate planning disciplines. This depth of expertise supports disciplined analysis, careful structuring, and advice that stands up to regulatory, judicial, and beneficiary scrutiny.

For families with international ties, SGA Globe offers dedicated Canada–U.S., India–U.S. and Canada-U.S.-Dubai-India cross-border advice delivered through in-house professionals. Tax, legal, and wealth planning are coordinated across jurisdictions to address residency, succession, asset protection, and ongoing compliance in a consistent framework. The result is advice designed for long-term management of wealth, continuity across generations, and informed decision-making at every stage of wealth ownership.