Succession planning
Ensuring the success of your legacy to future generations can be achieved with strategic, tax efficient planning. Our tools are simple, yet profoundly effective.
- Planning is central to our approach:
- Portfolio management
- Financial projection (myGPS)
- Wills and estate plan review
- Estate planning maximization
- Tax-efficient planning
- Maximizing our clients’ potential for tax-free growth
- Tax-planning strategies for business owners
- Estate equalization
- Ensuring your children and grandchildren are fairly looked after
- Tax-efficient distributions
- Creating your legacy
- Charitable giving / philanthropy
- Maximizing tax efficiency of philanthropy
