Taking care of your wealth management needs begins with understanding your financial goals and those of your family — from your parents, to your partner, to your kids and the following generations. Our goal is to help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary. Some of the areas we explore in family wealth include:
- Asset protection: we can help you to protect your wealth and introduce strategies to ensure your family is managing taxes efficiently. We manage market volatility through our disciplined approach to investing. To do this, our portfolios are properly diversified, rebalanced regularly and have access to a vast array of investments, including hedge funds and structured notes, which we can use to meet our investment objectives.
- Wealth transfer: using a comprehensive financial plan as a starting point, we can help to maximize the wealth you pass on by exploring tax-effective insurance strategies through our extended team, as well as charitable giving solutions.
- Estate settlement: we can help ease the burden if you've been appointed as an estate executor, or are considering naming someone as executor. Our goal is to simplify your complex financial affairs and offer you peace of mind.