Wealth Advisory Services

In conjunction with leading-edge portfolio management, we offer our Family Office clients a broad range of integrated wealth advisory services.

The services provided are dictated by our client’s unique needs and circumstances and may include:

  • Long-term funding analysis and cash flow projections
  • Tax liability on death/funding review
  • US Estate tax exposure review
  • Will and Trust review
  • Overview of Estate Plan
  • Insurance adequacy analysis
  • Insurance placement – input/liaison/coordination
  • RESP/Education funding analysis
  • Budget analysis and cash-flow advice
  • Debt structure review
  • Situational wealth advisory, as required e.g. business consultation
  • Referrals to outside professionals and coordination of professional services

We also undertake special wealth advisory engagements such as:

  • Estate/private holdings/trust planning – advice/liaison/coordination with the client’s tax, accounting and legal professionals
  • Estate/business reorganization – advice/liaison/coordination
  • Business succession planning – advice/liaison/coordination
  • Family governance and education
  • Philanthropic strategy creation
  • Consulting engagements e.g. investment strategy review