Your family, your business, your wealth and your legacy require clarity and care. For over a century, Fasken has been helping individuals and families, together with family enterprises, family offices and fiduciaries, navigate complex estate, tax, business and succession and legacy matters, across generations and jurisdictions. Clients, both domestic and international, trust Fasken to provide integrated, discreet and multi-disciplinary advice with a view to preserving wealth, managing transitions, and achieving long-term goals with ease and confidence.
What You Can Expect
- Integrated advisory support across tax, estates, trusts, governance, and business planning
- Strategic guidance on succession, liquidity events, philanthropy, and long-term planning
- Significant international experience to simplify and optimize multi-jurisdictional wealth and family structures, whether involving the U.S. or other global jurisdictions
- Clear collaboration with family office, other advisors, fiduciaries and/or enterprise leadership team
Our Clients
High-Net-Worth Individuals & Families — Your wealth, values, and goals are unique. We help you plan for continuity — managing tax considerations, trusts, estates, succession, and philanthropy with discretion and long-term vision. You will benefit from the combined experience of our team members, based in various cities across Canada, and skilled in dealing with a myriad of matters and issues, from everyday challenges to highly complex U.S. and multi-jurisdictional arrangements.
Family Enterprises & Family Offices — Generational planning requires structure, governance, strategic coordination and education. We support strategic decision-making concerning your private capital, including matters ranging from business succession and liquidity events to cross-border asset planning. We help you with aligning ownership, making decisions, and achieving long-term objectives while reducing the potential for friction and risk among stakeholders. When desired, we also recommend strategies and assist with structuring investment holding entities (including for specialized assets) and impact investments to produce measurable social or environmental benefits alongside financial returns.
Charitable Foundations — Your philanthropic goals deserve thoughtful execution. We help you define your giving strategies, structure foundations, and ensure compliant, lasting impact.
Canadian and International Trust Companies — With team members who have a strong background in tax and trust law, we regularly advise Canadian and international trust companies and fiduciaries on a wide range of tax and legal matters, including complex and contentious situations.
Types of Matters We Handle
- Wealth preservation and asset protection
- Succession planning, both for individuals and businesses
- Family governance frameworks and decision-making structures
- International matters, including multi-jurisdictional tax, estate and succession structuring
- Introducing tax efficiencies and addressing any gaps in tax reporting
- Trust creation and administration, as well as assistance with disputes and contentious trust and estate matters
- Acquisition, disposition, development and arrangements concerning all types of real estate
- Private enterprise creation, administration, reorganization and tax advisory services
- Estate and trust administration support, including strategic advisory services to domestic and international fiduciaries
- Philanthropic planning and charitable gifting
- Liquidity planning for transitions or exits
- Corporate governance and private business and succession advisory
- Privacy and cybersecurity
- Impact investments
- Charitable entities and non-profit organizations
- Non-contentious family law advisory, including planning with domestic agreements (pre-nuptial and post-nuptial agreements, marriage contracts and cohabitation agreements)
Your Team at Fasken
Fasken’s Private Client Services group is consistently recognized among Canada’s top private wealth advisory teams, and as leaders in this area. We bring the same technical depth, discretion, empathy, global perspective and cultural understanding to every client we support, from emerging wealth and business owners to established, multigenerational families. Our Private Client Services lawyers act as a single point of contact to coordinate access to our multi-disciplinary legal expertise, where needed and when needed.
