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.
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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