“Even the genius asks his questions”
-Tupac Shakur
You have built and managed your wealth, now let us help you steer your wealth in the most efficient direction. As a team, we provide you with a roadmap on how to navigate and access the most efficient wealth distribution strategies available to you and your family. We provide you with strengths/weaknesses and areas of opportunity to improve your estate distribution intentions
The journey of a family-owned business
A family-owned business has family + business + other interests. We review and/or create a net worth statement including your personal and corporate assets and liabilities to best understand your financial health. From here we discuss weaknesses/strengths and opportunities for improvement working alongside other professional advisors.
We can serve as a family strategic advisor to your most important financial considerations. These can come to include:
- Should my family have an ownership interest in my businesses?
- Are my personal and corporate interests aligned for tax-efficiencies?
- Family members moving in and out of Canada, what implication are there?
Staying connected and involved with the family finances allow us to bring all the required experts to assist in developing a measurable, systematic and efficient approach to your tax and estate planning objectives
