Our team is very well equipped to advise business owners and clients with holding companies. We have assisted over 250 of them with their wealth planning and have worked closely with their accountants and lawyers to help navigate complex circumstances and nuanced tax implications.
Working closely with your accountant and lawyer, we bring you the best advantages and take things off your to-do list. We understand and respect the tax and estate planning strategies in place, and bring a holistic view to your existing advisory team.
Detailed tax and estate planning are crucial for entrepreneurs, owners of holding companies and incorporated professionals.
We and our team provide:
Review of business, financial and personal goals
Business advisory, transition and valuation insights and strategies
Review of tax minimization and estate planning opportunities and pitfalls
Tax-exempt corporate and personal insurance solutions
Family dynamics, communication and governance strategies
Business succession planning is a key component of every business owner’s plan. How will the business function after you step away? What does retirement look like to you? If you’re like most business owners, converting a business you understand very well into investments with which you have no experience will be challenging and foreign. We can help you plan for the emotional and financial aspect of this transition.