Private Wealth Management Port Coquitlam

Private Wealth Management Port Coquitlam - Our Wealth Management practice assists clients with wealth preservation, estate planning, charitable endeavors and business succession. We provide comprehensive knowledge, expertise and guidance in these areas to executives, entrepreneurs, philanthropists, and high net worth individuals. We work closely together 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 like to establish techniques of planned giving like charitable foundations, we advise them on compliance, structuring and administrative issues.

Family Estate & Trust Litigation
We are skilled in acting as counsel during litigations, arbitrations and mediations before all levels of the courts and a broad range of administrative tribunals.

Family Business Transition and Succession Planning
Our wealth management services include providing suggestion to family-owned and other closely held companies. We help such enterprises in order to attain family goals concerning the restructuring and structuring of their companies in the most tax-efficient method. Our knowledge covers inter-generational transitions as well as transitions to outsiders in a wide range of industries and endeavors. These transitions are facilitated through arrangements such as shareholders' agreements, corporate reorganizations, the settlement of trusts, and management agreements. Comprehensive solutions often need various experts in, like for example, matrimonial or real estate law. Our firm has these professionals as well as experts in business law and tax.

Individual Estate Planning and Wills
We know that those individuals and businesses have amassed great wealth would regularly face legal and tax issues as well as sensitive inter-personal dramas. Our teams of professional lawyers are really effective at minimizing legal risks, reducing family distress and maximizing tax-efficiency while creating and implementing flexible, comprehensive, and consistent plans which match our clients' goals and values. The purchase or sale of a new business, a divorce, an inheritance - these are all major financial events within anyone's life. We provide personalized and helpful guidance in such situations.

To help clients in their personal and business affairs, we would frequently advise regarding private trusts as a flexible tool. For the beneficiaries and trustees of private trusts, we likewise provide ongoing suggestion. We are knowledgeable at creating family trusts to be able to facilitate the inter-generational transfer of wealth. There are various other types of trusts wherein our practitioners often help clients, like for example trusts for disabled beneficiaries, voting trusts, blind trusts, spendthrift trusts, asset protection trusts, and immigration trusts. For clients interested in philanthropy, we could establish charitable trusts.

Private trusts are a helpful tool in the tax planning context: we advise clients about tax planning opportunities like for example property transfer tax avoidance and probate fee, income-splitting, inter-provincial rate shopping, and accessing multiple capital gains exemptions.

We have litigators who are knowledgeable at trust litigation in situations where the trust might be utilized as both a weapon and a defense. We provide advice and counsel in situations in which trust expertise is considered necessary in dispute resolution and matrimonial planning.

Wealth Preservation
Our practice likewise assists those clients who are under challenge from future heirs, or attack from creditors. The aim of our company is to preserve the wealth of our clients by using techniques like for example establishment of trusts or prenuptial agreements.

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Port Coquitlam Lawyers

Port Coquitlam, British Columbia

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Port Coquitlam city is situated in British Columbia, Canada. It is situated at the confluence of the Fraser River and the Pitt River and is located twenty seven km east of Vancouver. Coquitlam borders it on the north and the Coquitlam River borders the city on the west and the cities of Pitt Meadows and Maple Ridge are located across the Pitt River. Port Coquitlam is referred to as as "PoCo" by the natives. According to population, it is the 88th largest city in Canada.

Port Coquitlam city is almost completely bisected by the Canadian Pacific Railway yard, which has two underpass and one overpass crossings. To be able to transport the many goods and people all-around the city, Port Coquitlam city relies heavily upon its vehicular roadways. In large part, this is due to the cities suburban nature. Two of the major arterial roads are the Lougheed Highway and Shaughnessy Street. These main roads bisect Port Coquitlam to the north and south and to the west and east, respectively.

There are many bus routes all around the city which are provided by TransLink. In this particular part of the Greater Vancouver Regional District, 159 is the most utilized bus route. The 159 links the SkyTrain to the southern part of Port Coquitlam. Other bus routes within the city consist of the C38 and the 160. The C38 is the route which connects Coquitlam Central Station to Northern Port Coquitlam through Port Coquitlam Station.

The 160 connects Port Coquitlam to Vancouver and it passes through Coquitlam Central Station along with Port Moody Station. Two of the main bus stops in the city consist of the Port Coquitlam Station and the Port Coquitlam Centre. There are different other Community Shuttles in place to serve the greater Port Coquitlam area.   More