Successful plans require collaboration among professional advisors, family members and other experts when building the structures and strategies that will underpin your legacy.
We counsel families, individuals, family office advisors, private trust companies, charitable foundations, private equity fund partners and investment companies in transactions involving the preservation and governance of wealth and the transfer of assets.
Some executors and trustees prefer to have us act as their agents on day-to-day administration of estates. We will interact with government representatives and financial institutions on their behalf, providing clients with regular activity reports and advice.
Good communication throughout the estate planning process saves time and produces a better result. This is especially true when clients and advisors span geographical locations and offer different areas of expertise.
If you hold real estate, business interests and other assets in foreign countries, you will need experienced advice with access to trusted professionals. Whether you are immigrating, emigrating, investing or transferring assets across borders, we will ensure that your wills, trusts and estates are structured to address differing tax regimes, with administrative efficiency.
Review our microsite for further details about the advantages of working with one of the top rated estates and trust teams in Canada. Then call us to discuss how we could help you reach your goals.