Helping clients pursue and realize their 'Legacy Goals' has evolved into an integral part of our process.
In conversations with our clients, the topic of their legacy usually appears in some form. This can be a thought-provoking and beneficial discussion, and often shows the intrinsic link between the legacy they'd like to leave (their legacy goal), and other personal or financial goals. Additionally, we found that once a client identifies their legacy goal, they subconsciously begin making decisions in pursuit of it, essentially making it a self-fulfilling prophecy.
We therefore made a decision to integrate an understanding of our clients' legacy goals into our planning process; so we not only address their long-term business objectives, but help to realize the legacy they want to leave as well.
Areas of Expertise
Estate Planning
Succession Planning
Succession Planning
Estate Planning is generally considered a multi-faceted process, encompassing everything from creating an inventory of assets and liabilities and determining how one would like their assets distributed upon death, to structuring a plan ...
Succession Planning
Succession Planning
Succession Planning
Sadly, only one-third of family-owned businesses survive the transition to the second generation. And from those, only one-third again will survive to the third generation, leaving the chances of your grandchildren taking over your ...
Taxation Strategies
Succession Planning
Taxation Strategies
Tax planning is the process of structuring your financial affairs within the applicable rules to allow you to defer and/or reduce the amount of taxes payable. Paying taxes is an unavoidable reality. That being said, certain strategies exist to ...
Retirement Planning
Charity / Philanthropy
Taxation Strategies
Retirement has a different meaning for everyone. For some, retirement means spending time with their grandchildren, travelling or lowering their golf handicap. Others may prefer to keep working or perhaps start a new business venture ...
Risk Management
Charity / Philanthropy
Charity / Philanthropy
Risk management is the process of identifying the personal and business risks that a family faces in the running of their business, and then applies prudent strategies to help minimize, eliminate or transfer these risks. Risk can come in ...
Charity / Philanthropy
Charity / Philanthropy
Charity / Philanthropy
Legacies are made in many ways – whether it’s the values you instill in your family, the mark you make on your business or how you impact others. Some families strive to leave a charitable legacy in the form of a donation to a cause that has personal ...