Families with significant wealth often fail to embrace strategies that could secure financial stability for their grandkids because they seem complicated and challenging. Today, young people don’t start earning well until their late 20s and need robust inheritances to compensate for the high cost of education and lack of economic opportunity. So we work to preserve intergenerational wealth for our clients’ families.
- We can help you implement a complete Wealth Plan, including sophisticated strategies such as an estate freeze to transfer your wealth to your heirs very tax-effectively.
- We will ensure your wills are updated and that trusts are in place to secure the course of your wealth if complex family circumstances call for them.
- To minimize the presence of the CRA in your life and reserve your assets for your kids, we will work with your accountant to structure your holdings tax-efficiency.