Private Wealth Management Regina - We could help our clients through our Wealth Management practice in the areas of wealth preservation, estate planning, business succession, and charitable endeavors. In these areas, we offer comprehensive guidance, knowledge, and expertise to the many entrepreneurs, philanthropists, executives, and high net worth individuals. We work closely with our clients' accountants and financial advisors to deliver quality outcome and service.
Charities and Philanthropy
Vital to personal wealth planning is planned giving. Clients should know the legal and tax implications of philanthropy. When clients want to establish techniques of planned giving like charitable foundations, we advise them about structuring, compliance and administrative matters.
Family Estate & Trust Litigation
We are experienced in acting as counsel throughout litigations, arbitrations and mediations before all levels of the courts and various administrative tribunals.
Family Business Transition and Succession Planning
Our wealth management services include offering advice to family-owned and other closely held companies. We assist such enterprises to reach family goals about the restructuring and structuring of their businesses in the most tax-efficient way. Our expertise comprises inter-generational transitions in addition to transitions to outsiders in a wide range of endeavors and industries. These transitions are facilitated through arrangements like for instance corporate reorganizations, shareholder's agreements, the settlement of trusts, and management agreements. Comprehensive solutions often require several experts in, like for example, real estate or matrimonial law. Our firm has these professionals as well as experts in business tax and law.
Individual Estate Planning and Wills
We understand that those businesses and individuals have amassed great wealth will often face tax and legal concerns as well as sensitive inter-personal dramas. Our teams of professional lawyers are really successful 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 company, a divorce, an inheritance - these are all major financial events within anybody's life. We provide effective and personalized guidance in such cases.
We advise on private trusts as amongst the most flexible tools obtainable to assist clients in their business and personal affairs. We provide ongoing recommendation to the trustees and beneficiaries of private trusts. We are skilled at creating family trusts to facilitate the inter-generational transfer of wealth. There are many other kinds of trusts with which our practitioners regularly help clients, like for instance trusts for disabled beneficiaries, voting trusts, 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 assist our clients on tax planning opportunities such as property transfer tax avoidance and probate fee, inter-provincial rate shopping, income-splitting, and accessing multiple capital gains exemptions.
Our lawyers are experienced in trust litigation in cases whereby the trust is being used offensively as a weapon and defensively. We offer counsel and offer our recommendation for dispute resolution and matrimonial planning cases.
Our practice likewise assists those clients who are under challenge from future heirs, or attack from creditors. The objective of our firm is to preserve the wealth of our clients by utilizing strategies such as prenuptial agreement or establishment of trusts.
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