Private Wealth Management Saskatoon - Our Wealth Management practice assists clients with wealth preservation, estate planning, business succession, and charitable endeavors. We offer comprehensive knowledge, expertise and guidance in these areas to entrepreneurs, philanthropists, executives, and high net worth individuals. We work closely together with our clients' accountants and financial advisors to deliver quality outcome and service.
Charities and Philanthropy
Planned giving is important to personal wealth planning. Clients have to understand the laws of philanthropy with the numerous tax and legal implications. When clients want to establish methods of planned giving like for instance charitable foundations, we advise them on structuring, compliance and administrative problems.
Family Estate & Trust Litigation
We are experienced in acting as counsel during arbitrations, mediations, and litigations before all levels of the courts and several administrative tribunals.
Family Business Transition and Succession Planning
Our wealth management services comprise offering suggestion to family-owned and other closely held companies. We assist such enterprises in order to attain family objectives regarding the restructuring and structuring of their companies in the most tax-efficient method. Our knowledge includes inter-generational transitions along with transitions to outsiders in various industries and endeavors. These transitions are facilitated through arrangements like corporate reorganizations, shareholder's agreements, the settlement of trusts, and management agreements. Comprehensive solutions regularly require several professionals in, for example, real estate or matrimonial law. Our company has these experts as well as professionals in business tax and law.
Individual Estate Planning and Wills
We know that clients who have accumulated significant wealth face difficult legal and tax matters in addition to sensitive inter-personal dilemmas. Our experts know how to maximize tax-efficiency, lessen legal risk, and reduce family distress while designing and implementing plans which are flexible, comprehensive, and consistent with our clients' values and goals. The sale or purchase of a new business, a divorce, an inheritance - these are all major financial events within anyone's life. We offer helpful and personalized guidance in such cases.
We advise regarding private trusts as one of the most flexible tools accessible to be able to assist clients in their personal and business affairs. We provide ongoing advice to the trustees and beneficiaries of private trusts. We are experienced at creating family trusts to be able to facilitate the inter-generational transfer of wealth. There are numerous other kinds of trusts with which our practitioners often help clients, like voting trusts, trusts for disabled beneficiaries, spendthrift trusts, blind t rusts, immigration trusts and asset protection trusts. For clients interested in philanthropy, we can establish charitable trusts.
In the context of tax planning, private trusts are a helpful tool: we help our clients about tax planning opportunities including probate fee and property transfer tax avoidance, inter-provincial rate shopping, income-splitting, and accessing multiple capital gains exemptions.
Our lawyers are knowledgeable in trust litigation in situations whereby the trust is being utilized offensively as a weapon and defensively. We offer counsel and provide our recommendation for matrimonial planning and dispute resolution cases.
Our group members assist clients who are under challenge from future heirs, or attack from creditors. Our priority is the preservation of individual wealth through techniques like for example establishment of trusts or prenuptial agreements.
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