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Personal Tax Planning & Wealth Management

Fasken develops personal tax and wealth preservation plans to help clients reach their personal goals in a way that reflects their personal values.
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Wealth preservation plans that are effective and reflect your priorities.


Many of our clients own businesses, real estate and other assets – sometimes in multiple regions or countries. We work with them to transfer those assets to other family members or executives, or to third parties.


We work to understand our clients priorities and interests and develop plans to implement them. This might include advising on insurance-based products, the use of family trusts and other structures.


Tax planning and wealth management often benefits from expertise in other specialized areas such as family law, elder law or business and real estate law. The integrated team at Fasken will work together and with your preferred advisors, communicating with you throughout the process to create a comprehensive, reliable strategy that meets your objectives.


Call us to discuss how we could help you reach your goals.

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