Estate planning is how we help you create generational wealth
No matter how much wealth you have, not having proper estate planning is almost guaranteed to end poorly.
Without adequate planning for asset protection, estate transition, and business succession, you may be leaving your business and personal fortunes vulnerable.
Some things worth considering…
Are you holding more than a substantial concentrated position, whether it be real estate, stock, or a small business?
→ We can help you diversify, avoid huge capital gains costs AND create tax deductions
Are you too attached to a particular stock?
→ We can remove the emotion by scrutinizing the numbers objectively
Is your financial institution is too busy investing your money without mitigating for risk?
→ We can stress test your portfolio for the market crashes that will inevitably happen
Cottage & Rental Properties
Do you have a special place where your family comes together?
→ Let’s make sure there’s plan in place so it’s not the thing that divides them after you’re gone
Have you updated all of your valuable possessions in your will?
→ We can make sure you account for everything including smaller accounts
Patience is a virtue when it comes to investing but delay is an enemy of wealth. Without proper estate planning, the biggest beneficiary of a large estate is likely to be the government.
Now's the time to plan for wealth across generations
Generational wealth isn’t just something that happens in your lifetime. It is a by-product of proper estate planning.
Using the right tools at the right times, we can ensure that your vision for your family’s future doesn’t end with you. Our advanced estate planning helps ensure a stress-free transition of your assets to the next generation or other intended beneficiaries.
Advanced estate planning made easier
Without an honest, objective advisor looking out for you, it can be difficult to make decisions that may affect your family for generations to come.
If you’re thinking about divesting some or all of your stock options, we can help you mitigate the tax loss through smart investing, tax planning and proper asset allocation of the proceeds.
The options available may seem complicated but can basically be framed in one of two ways:
1. Wealth transfer to your beneficiaries
2. Wealth transfer to charities (see philanthropy)
The more wealth you have, the more it all weighs on your mind. That’s why we review your estate plan on an annual basis.
“It’s not how much money you make, but how much you keep,
how hard it works for you and how many generations you keep it for.”