Our services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth, including:
• Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and coordinate multi-faceted financial affairs
• Sports professionals such as professional athletes, both current and retired, coaches, agents, and sports executives who may require assistance with their personal assets while considering cash flow management, cross-border tax strategies, investment management, and estate and retirement planning
• Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
• Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax-efficiently and potentially equalizing their estate
• Pre-retirees who want to make the most of their savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
• Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
• Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
