Staying up to date on your current tax situation, the taxation of future generations, and the latest multi-jurisdictional legal and regulatory requirements in estate planning can be overwhelming. Our team of tax and legal professionals take a strategic, integrated, long-term approach to help you manage the complexity.
We draw on deep knowledge to understand your goals and build a tailored roadmap that considers the tax and legal issues faced by individuals, families, and businesses—today and for future generations. Whether you’re creating a will, setting up a trust, or optimizing a multi-generational tax strategy, we collaborate across disciplines to deliver strategic plans based on you and your family’s unique needs, navigating multi-jurisdictional compliance while proactively identifying opportunities to protect your assets, beneficiaries, and legacy.
How we can help
- Estate and probate planning
- Trust structuring
- Preparation of wills and estate documents
- Holistic personal and corporate tax planning
- Global tax planning and reporting
- Reorganization and restructuring planning
- Life insurance planning
- Tax optimization and asset protection
- Immigration and emigration support
- Estate litigation
- Tax controversy and audit support
- Corporate and commercial law
- Luxury assets and real estate planning
- Legacy assets planning
Learn more about how we can help
Frequently asked questions (FAQs)
Tax planning is often at the core of a family office tax strategy. Our proactive, trusted tax professionals provide independent, objective advice tailored to your unique goals, objectives and long-term strategic vision.
For those making a cross-border move, one of the biggest considerations is the Canadian departure tax. When you leave Canada, you are considered to have sold certain types of property (even if you haven't) at their fair market value and reacquired them for the same amount. This deemed disposition subjects you to a departure tax (or capital gains) on your assets prior to your move to the U.S.
Buying and owning luxury assets such as aircrafts, yachts and vacation properties comes with a number of tax considerations that tax professionals can help with. For example, for family businesses that purchase a private plane, tax planning should focus on how the asset can be structured within the business to be tax efficient.
To protect your business and the financial security of your family, it's important to develop an estate plan with the future of your business in mind. Considerations include using estate planning strategies to reduce estate taxes and planning for other tax efficiencies to help maximize the value of your estate.
For example, a multiple-will strategy may help reduce probate fees, depending on your province. Another consideration in estate planning for business owners is having a shareholder's agreement to address business transition issues such as share ownership and the transfer or sale of shares.
Having a family meeting is one of the best ways to reduce conflict and ensure you're making the right decisions about your estate plan. A family meeting gives you the chance to have clear and open communication with your beneficiaries so they can understand your wishes. An advisor can help create an agenda, set the tone of the meeting, communicate its purpose, and help you achieve your goals for the meeting.
Having a family meeting is one of the best ways to reduce conflict and ensure you're making the right decisions about your estate plan. A family meeting gives you the chance to have clear and open communication with your beneficiaries so they can understand your wishes. An advisor can help create an agenda, set the tone of the meeting, communicate its purpose, and help you achieve your goals for the meeting.
