Private Wealth Management Mississauga - Our Wealth Management practice assists clients with estate planning, wealth preservation, business succession, and charitable endeavors. We offer comprehensive guidance, knowledge, and expertise in these areas to entrepreneurs, philanthropists, executives, and high net worth people. We work closely along with our clients' accountants and financial advisors to deliver quality service and outcome.
Charities and Philanthropy
Planned giving is important to personal wealth planning. Clients should know the laws of philanthropy with the several legal and tax implications. When clients want to establish methods of planned giving such as charitable foundations, we advise them about administrative, structuring, and compliance concerns.
Family Estate & Trust Litigation
In acting as counsel throughout arbitrations, mediations, and litigations, we are knowledgeable before all levels of the courts and other administrative tribunals.
Family Business Transition and Succession Planning
Our wealth management services comprise providing advice to family-owned and other closely held businesses. We help such enterprises in order to achieve family goals concerning the restructuring and structuring of their businesses in the most tax-efficient method. Our skill comprises inter-generational transitions in addition to transitions to outsiders in various industries and endeavors. These transitions are facilitated through arrangements like for instance shareholders' agreements, corporate reorganizations, management agreements and the settlement of trust. Comprehensive solutions regularly need several experts in, for example, real estate or matrimonial law. Our firm has these professionals as well as experts in business tax and law.
Individual Estate Planning and Wills
We know that those businesses and individuals have amassed great wealth will frequently face legal and tax concerns as well as sensitive inter-personal dramas. Our teams of professional lawyers are very successful at minimizing legal risks, reducing family distress and maximizing tax-efficiency while implementing and creating flexible, comprehensive, and consistent plans which match our clients' values and goals. The sale or purchase of a new company, an inheritance, a divorce - these are all major financial events within anybody's life. We provide personalized and helpful guidance in such cases.
We advise about private trusts as one of the most flexible tools obtainable to be able to help clients in their business and personal affairs. We provide ongoing recommendation to the beneficiaries and trustees of private trusts. We are knowledgeable at creating family trusts to facilitate the inter-generational transfer of wealth. There are many other kinds of trusts wherein our practitioners frequently help clients, like voting trusts, trusts for disabled beneficiaries, blind trusts, spendthrift trusts, asset protection trusts, and immigration trusts. For clients interested in philanthropy, we could establish charitable trusts.
Private trusts are a useful tool in the tax planning context: we advise clients regarding tax planning opportunities like for example property transfer tax avoidance and probate fee, income-splitting, inter-provincial rate shopping, and accessing multiple capital gains exemptions.
Our lawyers are skilled in trust litigation in situations whereby the trust is being used offensively as a weapon and defensively. We give counsel and give our suggestion for matrimonial planning and dispute resolution situations.
Our group members assist clients who are under attack from creditors or challenge from future heirs. Our priority is the preservation of individual wealth through strategies such as establishment of trusts or prenuptial agreements.
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