Nate Shantz, CFA

Founder & Principal

Grey River Associates

A Canadian entrepreneur and strategist focused on international tax strategy, cross-border structuring, and global residency planning.

Working with high-net-worth individuals, entrepreneurs, and international ventures to design resilient wealth strategies that transcend traditional boundaries.

The Sovereign Individual Philosophy

Through Grey River Associates, Nate helps clients navigate an increasingly complex and uncertain world. His work covers international tax structuring, offshore corporate setups, asset protection, and second residency or citizenship strategies.

He is a strong believer that 21st-century entrepreneurs need to think like sovereign individuals—combining financial intelligence, legal foresight, and strategic geography to thrive in an era of volatility.

A Little bit
About Me...

The Unconventional Path

After graduating from university in Canada in 2014, Nate didn't follow the conventional corporate route. Instead, he bought a motorcycle and set off on a 13,000-kilometer solo trip across South America, traveling through Chile, Argentina, Uruguay, and Brazil.

2014 South America

Global Transformation

After completing a two-year analyst program at Macquarie in their private capital group, that transformative motorcycle journey reshaped his worldview and sparked a deep commitment to living internationally. Building a life that was both professionally ambitious and geographically flexible, over the past decade, he has traveled to more than 60 countries and lived and worked on three continents.

2014-2024 60+ Countries

International Entrepreneurship

From 2017 to 2021, Nate worked on various ventures within the natural resources and medical cannabis sectors. He worked on two ventures from founding stage to going public on the TSX. During this period, he spent significant time living across Latin America and Europe, combining his entrepreneurial work with an internationally mobile lifestyle that would define his approach to business.

2017-2021 El Realito gold mine in Sinaloa, Mexico

Financial Mastery

Nate's career blends deep financial expertise with lived international experience. He has been a trusted advisor to tech founders, investors, and family offices and has played a key role in two companies that went public on the Toronto Stock Exchange from the early stages.

Present Global Markets

Proven Credentials

He holds the Chartered Financial Analyst (CFA) designation and has completed the Principles of International Taxation under the ADIT. His academic work includes co-authoring multiple business cases at Yale School of Management, where he completed his MBA.

Yale MBA CFA, ADIT

Nate Shantz