Define a clear path for your family's wealth.

When multiple voices, views and objectives are involved, it's not a simple task to plan your wealth.

This is often the case for family wealth that needs to be preserved and carefully allocated. We work well with multi-generational families because our strength lies in coordinating multiple specialists, strategies and ideas. Even if your financial situation is complex, we can still provide a clear bottom line.

Our family wealth services include:

• Consultation with your key family members and existing advisors
• Aligning your retirement and family wealth objectives
• Wealth transfer and estate tax strategy
• Cross border specialists and international licensing to manage assets outside Canada