The reasons for change in your business and family lives are myriad. Dreams change, circumstances change, personnel change… and in response, you need to modify your plans, structures, and roles to ensure continued success.
Here are some of the services we provide in this area:
Here are a few examples of the tasks involved in preparing for these transitions:
Our advisor team and expert professional network have extensive experience guiding our family enterprise clients through these and many other changes. We take great pride in seeing our families and their businesses, practices, and wealth portfolios thrive through the decades.
Using selected experts only when needed gives our wealthy and business families access to advanced support on a smart budget. The expanded-when-needed team serves both the family and the enterprise by exploring the often-hidden needs of the family and/or the business, especially where the two elements intertwine. Our specialists, with our oversight, then help the family in business develop action plans to move the enterprise forward to the next level resulting in a successful transfer of wealth.
We help Families in Business navigate the complexities of multi-generational financial affairs.
We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.
Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.
We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.
Phone:
1 (604) 678-3003
Toll-Free:
1 (888) 687-8666
Email:
[email protected]