Zachary Lisak

Zachary is Senior Manager and Lawyer for KPMG Law LLP and Family Office at KPMG in Canada, for the Montreal office. With nearly a decade of dedicated experience in the field of estate planning, his practice involves the preparation of essential estate documents such as wills, protection mandates and trusts. His skill set extends to estates owning shares in private family corporations, where he helps devise and implement tax-efficient structures that facilitate the seamless transfer of wealth between generations. He is also a trusted advisor for families and estate liquidators, guiding them through the challenging process of settling estates after the loss of a loved one.

Zachary has extensive experience in guiding individuals through the intricacies of wealth transition between generations, ensuring the smooth and secure transfer of assets. Understanding both the personal and legal considerations that motivate his clients and their families, he takes pride in delivering personalized, client-centred solutions that empower individuals to safeguard their legacies through comprehensive estate planning.