Support, Strategy and Solutions

We help business owners and other high net worth families care for and manage their wealth.  These families can truly enjoy the fruits of their labours when they have a strategic road map in hand and thoughtful structures put in place.

Our mission is to provide wealth planning support, strategy and solutions for business owners. This work is uniquely placed at the convergence of tax, estate planning, governance and innovative financial and structural solutions. We aim to assist you – enhancing, protecting and transferring wealth efficiently.

We deliver a multi-disciplinary wealth planning approach drawing on extensive experience in accounting, tax and estate planning, financial planning services, family communication and facilitation, and general experience working with businesses and business owning families.  This approach addresses the many complex, intricate and integrated elements of a family’s total wealth.

Our Strategic Wealth Planning Program helps business owners and high net worth individuals and families to:

• Focus on what is important;
• Reverse erosion to their wealth due to neglect or inattention;
• Preserve and enhance the value of their business interests and net worth;
• Save income taxes;
• Address family dynamics and improve communication among family members ;
• Avoid costly conflicts;
• Protect and enhance wealth for multiple generations through appropriate and thoughtful succession planning;
• Get peace of mind because they are finally looking after what they have worked so hard to build.

Our services are provided direct to business owners and high net worth individuals and families.  We provide wealth planning support services collaborating with financial advisors, family office and financial services organizations; business, accounting and legal professionals.