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Individual and Family Services
Wealth Management
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Wealth Transfer

Transitioning your wealth smoothly and efficiently to the next generation involves careful consideration and analysis. We can help establish a plan for your personal situation.

Estate Liquidation

Settling an estate is time-consuming and requires legal, accounting and tax knowledge. It is important to make the right decisions to minimize tax liability and avoid complications. Our team of specialists has the experience and expertise to settle your estate professionally.

Establishment of Trusts

There are a number of ways to transfer your estate. Depending on your personal situation, and that of your beneficiaries, you may decide to transfer your assets during your lifetime, or upon your death while guiding the administration of your assets. Creating a trust might be the right solution for you. We will guide you and advise you in this process.

Mandates

To provide you with peace of mind if you become ill or unable to manage your own affairs, it is essential to appoint someone who is reliable and possesses sound judgment. This individual must be willing to assume a number of responsibilities which may require a long-term commitment. We can assume this role and act in your best interests.