Private Wealth Management Waterloo - We can help our clients through our Wealth Management practice in the areas of wealth preservation, estate planning, business succession, and charitable endeavors. In these areas, we offer comprehensive knowledge, expertise and guidance to the various entrepreneurs, philanthropists, executives, and high net worth individuals. We work closely along with our clients' financial advisors and accountants to deliver quality outcome and service.
Charities and Philanthropy
Important to personal wealth planning is planned giving. Clients have to know the tax and legal implications of philanthropy. When clients would like to establish techniques of planned giving such as charitable foundations, we advise them about administrative, structuring, and compliance problems.
Family Estate & Trust Litigation
We are experienced in acting as counsel during mediations, litigations and arbitrations before all levels of the courts and a broad range of administrative tribunals.
Family Business Transition and Succession Planning
We provide recommendation to family-owned and other closely held companies with our wealth management services. We help family enterprises in order to structure or restructure their companies in the most tax-efficient method. Our knowledge comprises inter-generational transitions along with transitions to outsiders in different endeavors and industries. These transitions are facilitated through arrangements like for instance corporate reorganizations, shareholder's agreements, the settlement of trusts, and management agreements. Comprehensive solutions often require various experts in, like for example, real estate or matrimonial law. Our firm has these experts as well as professionals in business tax and law.
Individual Estate Planning and Wills
We understand that those individuals and businesses have amassed great wealth would frequently face tax and legal issues as well as sensitive inter-personal dramas. Our teams of professional lawyers are really effective at reducing family distress, maximizing tax-efficiency and minimizing legal risks while implementing and creating comprehensive, flexible, and consistent plans which match our clients' goals and values. The purchase or sale of a new business, an inheritance, a divorce - these are all major financial events in anybody's life. We provide personalized and helpful guidance in such cases.
To assist clients in their personal and business affairs, we would regularly advise concerning private trusts as a flexible tool. For the trustees and beneficiaries of private trusts, we likewise provide ongoing suggestion. We are knowledgeable at creating family trusts to facilitate the inter-generational transfer of wealth. There are various other kinds of trusts with which our practitioners often help clients, such as voting trusts, trusts for disabled beneficiaries, spendthrift trusts, blind t rusts, asset protection trusts, and immigration trusts. For clients interested in philanthropy, we can establish charitable trusts.
In the context of tax planning, private trusts are a useful tool: we help our clients on tax planning opportunities such as probate fee and property transfer tax avoidance, inter-provincial rate shopping, income-splitting, and accessing multiple capital gains exemptions.
Our lawyers are skilled in trust litigation in cases whereby the trust is being used offensively as a weapon and defensively. We provide counsel and offer our suggestion for matrimonial planning and dispute resolution situations.
Our practice likewise assists those clients who are under challenge from future heirs, or attack from creditors. The goal of our firm is to preserve the wealth of our clients by using strategies like establishment of trusts or prenuptial agreements.
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