Wealth Management

Wealth Management & Estates

Our Wealth Management & Estates Group regularly assists individuals and family enterprises, providing personalized, effective and tax efficient advice on variety of estate and wealth preservation and succession related matters.

We minimize stress and legal risks whilst maximizing tax efficiency by implementing and creating comprehensive, flexible and consistent wealth preservation plans.

We offer our expertise and knowledge to executives, entrepreneurs, philanthropists and high net-worth individuals to create and implement trusts, specialized corporate structures, and further their charitable endeavours. We have particular experience with business succession and regularly advise on inter-generational transfers, estate freezes, corporate reorganizations, shareholders agreements and other matters of succession planning.

We maintain excellent relationships with a network of insurance brokers, financial planners, accountants and other professionals to provide our clients with value-added service and results.

Our estate planning services also include the drafting of wills, powers of attorney, representation agreements and health care directives.