Define a clear path for your family's wealth.
When multiple voices, views and objectives are involved, it's not a simple task to plan your wealth.
This is often the case for family wealth that needs to be preserved and carefully allocated. We work well with multi-generational families because our strength lies in coordinating multiple specialists, strategies and ideas. Even if your financial situation is complex, we can still provide a clear bottom line.
Our family wealth services include:
- Consultation with your key family members and existing advisors
- Aligning your retirement and family wealth objectives
- Wealth transfer and estate tax strategy
- Cross border specialists and international licensing to manage assets outside Canada
We'd love to hear from you.
If you would like to speak with us directly to pose a question or schedule a consultation, kindly fill out the form below and we will reach out to you personally.*Required fields