Financial and tax planning

  • Projecting retirement income
  • Calculating future cash flows
  • Preparing tax projections
  • Analyzing feasibility
  • Implementing tax deferral and minimization strategies
  • Review of shareholder agreements
  • Establishing trusts and corporations
  • Evaluating risks and insurance coverage

Estate planning

  • Reviewing and updating wills and mandates in case of incapacity
  • Projecting tax liability at death
  • Coordinating the integration of testamentary trusts
  • Monitoring the settlement of the estate
  • Preparing tax returns for the estate

Philanthropic strategy

We collaborate closely with you to gain a deep understanding of your objectives and principles, crafting a philanthropic strategy that seamlessly aligns with your comprehensive financial plan. The selection of the most suitable philanthropic avenue is a decision rooted in your mission. There are myriad motivations that can drive a donor toward sustained philanthropic engagement, including:
  • Give meaning to life
  • Contribute to society in meaningful way
  • Having the opportunity to give back
  • Gather the family around a common cause
  • Establish a permanent contribution, creating a lasting legacy
  • Support a cause that is dear
  • Promote advances in society and have the satisfaction of having made a difference in the lives others

Philanthropic Management

  • Development of a strategic plan for the foundation (development and sustainability)
  • Analysis of donation requests
  • Identify agencies and programs that meet your aspirations
  • Organize meetings between donors and the grantee
  • Development of a proper granting strategy to the identified agencies
  • Ensure good governance of organizations that will benefit from your contribution
  • Monitoring of projects that you support
  • Definition of the investment policy statement and disbursement policy
  • Management of the assets of the foundation
  • Accounting and preparation of financial statements Coordinate the submission of annual returns with the fiscal and regulatory authorities
  • Any other support needed to ensure the proper functioning of the foundation

Family governance

  • Evaluating the family’s values and dynamics
  • Identifying an appropriate family wealth management model
  • Establishing a strategy for the intergenerational transfer
  • Defining the skills development and educational needs of family members