Our private clients include successful individuals, families and their enterprises across generations, industries and cultures. We understand the need to consider differing requirements in the context of your unique situation.
In counselling our private clients, we also advise family offices, corporate and family foundations, private trust companies, foreign investors, public charities, executives, private equity funds and investment companies. in matters involving the continuity of wealth, preservation of assets, strategic philanthropy and family and corporate governance.
We believe it’s important to bring a multi-disciplinary, collaborative approach to complex personal, estate, family and business issues to customize strategies that meet the needs of the private client. This includes understanding your personal goals, multijurisdictional tax considerations, estate and business succession goals, liquidity events and philanthropic intentions. In our experience, this approach maximizes efficiencies and drives optimal results, especially when stakeholders span generations, jurisdictions and, at times, varying levels of involvement.
Our Private Client Services group has been ranked among the top private client advisory groups in Canada, known for our work with high net worth families and individuals, international clients and their enterprises.
