“Failing to plan, is planning to fail”

– Benjamin Franklin

We help business owners make educated decisions on the appropriate use of Insurance.

This process begins with a deep understanding of the corporate tax structure (e.g. holding companies, trusts, multiple share classes) and primary family objectives (e.g. funding terminal tax liability, funding shareholder agreements or creating a lasting family legacy)

  • This process begins with a deep understanding of the corporate tax structure (e.g. holding companies, trusts, multiple share classes) and primary family objectives (e.g. funding terminal tax liability, funding shareholder agreements or creating a lasting family legacy)
  • With deep expertise in the field of estate planning and understanding of tax vehicles, we are positioned to provide appropriate solutions to meet your primary objectives
  • Working in partnership with legal and accounting teams we collaborate to identify appropriate recommendations to sustain the legacy you have built

No one size fits all! Every business is different and every family dynamic is unique. By understanding both the business and your family we can provide valuable advice to help achieve your estate planning goals

In the marketplace today we are aware of the circumstances which lead to complex estate planning needs:

  • Blended families
  • Non-resident beneficiaries
  • Ties to the United States
  • Use of complex tax structures
  • Specific donation intentions
  • Business ventures with multiple partners

These are all unique dynamics which lead to thoughtful planning and consideration prior to the suggestion of a product.

Let us understand your fact pattern and plan accordingly.

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Testimonials

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Thank you for your help, I don't think I would've gotten this far without you.

Client
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It is a pleasure working with partners like you, I look forward to many more opportunities to benefit from your expertise.

Investment Advisor
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Tony, the presentation was received incredibly well. You had the business owners engaged and intrigued, the feedback was that the event was probably one of the very best.

Regional Wealth VP
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What truly impressed me about Tony was his ability to switch gears based on where the business owner needed more immediate attention, with his vast knowledge on succession planning he has a great ability to connect with my sophisticated business owner clients.

Investment Advisor
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I found Tony to be a polished professional and experienced subject matter expert.

Client