Private Wealth Management Markham - Our Wealth Management practice helps clients with estate planning, wealth preservation, charitable endeavors and business succession. We offer comprehensive guidance, knowledge, and expertise in these areas to entrepreneurs, philanthropists, executives, and high net worth individuals. We work closely together with our clients' financial advisors and accountants to deliver quality service and outcome.
Charities and Philanthropy
Planned giving is essential to personal wealth planning. Clients have to know the laws of philanthropy with the numerous tax and legal implications. When clients like to establish methods of planned giving like for instance charitable foundations, we advise them regarding administrative, structuring, and compliance problems.
Family Estate & Trust Litigation
We are skilled in acting as counsel during arbitrations, mediations, and litigations before all levels of the courts and a broad range of administrative tribunals.
Family Business Transition and Succession Planning
Our wealth management services comprise offering suggestion to family-owned and other closely held businesses. We help such enterprises to be able to reach family goals regarding the structuring and restructuring of their companies in the most tax-efficient manner. Our skill comprises inter-generational transitions in addition to transitions to outsiders in different industries and endeavors. These transitions are facilitated through arrangements like for example shareholders' agreements, corporate reorganizations, management agreements and the settlement of trust. Comprehensive solutions often require several experts in, like for example, matrimonial or real estate law. Our company has these professionals as well as experts in business tax and law.
Individual Estate Planning and Wills
We understand that those individuals and businesses have amassed great wealth will often face legal and tax concerns as well as sensitive inter-personal dramas. Our teams of professional lawyers are very successful at reducing family distress, maximizing tax-efficiency and minimizing legal risks while implementing and creating flexible, comprehensive, and consistent plans which match our clients' values and goals. The purchase or sale of a new company, a divorce, an inheritance - these are all major financial events within anybody's life. We offer individualized and useful guidance in such cases.
In order to assist clients in their personal and business affairs, we will often advise concerning private trusts as a flexible tool. For the trustees and beneficiaries of private trusts, we likewise offer ongoing recommendation. We are knowledgeable at creating family trusts to facilitate the inter-generational transfer of wealth. There are various other types of trusts with which our practitioners frequently assist clients, such as voting trusts, trusts for disabled beneficiaries, spendthrift trusts, blind t rusts, immigration trusts and asset protection trusts. For clients interested in philanthropy, we could establish charitable trusts.
In the context of tax planning, private trusts are a helpful tool: we assist our clients on tax planning opportunities including property transfer tax avoidance and probate fee, inter-provincial rate shopping, income-splitting, and accessing multiple capital gains exemptions.
We have litigators who are experienced at trust litigation in situations where the trust may be utilized as both a defense and a weapon. We provide advice and counsel in cases wherein trust expertise is needed in matrimonial planning and dispute resolution.
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 techniques like for example establishment of trusts or prenuptial agreements.
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