Protecting Your Wealth
Ten Strategies to Build and Protect Your Family's Wealth
Wealthy families have unique concerns, but they also have unique opportunities. See below for our 10 key wealth planning strategies.
Strategy 1: Comprehensive Financial Planning
Strategy 2: Risk Management
Strategy 3: Consolidation of Assets
Strategy 4: Family Income Splitting
Strategy 5: Effective Use of Surplus Assets
Strategy 6: Charitable Giving
Strategy 7: Testamentary Trusts
Strategy 8: Business Succession Planning
Strategy 9: Teaching Your Children Financial Responsibility
Strategy 10: Vacation Home Planning
