There are many factors to consider to ensure you don't outlive your capital – from your age of retirement to your sources of income to your desired lifestyle. Our comprehensive retirement plans bring clarity to this important phase of your life.
Every family is unique, and so is every legacy. Working with your trusted professionals and family members, we help you develop an Estate Plan that reflects and honours your life, while providing certainty for distribution of your legacy.
Business Succession Planning
Retirement for business owners presents unique challenges. Whether you want to sell your business, transfer your business to your family, or evolve into a new role within your business, having a realistic plan in place is critical.
Deciding you want to give back is easy. Determining how you want to do it is more complex. We will help you define your philanthropic style and prioritize your causes so you can give intentionally and maximize your impact, now and for generations to come.
Many of our team members have extensive experience working with institutional investors. Each of these relationships is highly customized, and could include portfolio design, manager due diligence and performance monitoring.
We conduct insurance policy reviews and evaluation, and draw on an unparalleled selection of solutions and products to structure programs. Our solutions can provide immediate liquidity for an estate tax need, to protect a business, replace an income in the event of death or disability, and more. Complex case planning involves a deep knowledge of corporate structures, taxation, life insurance capabilities and challenging medical or circumstantial underwriting capabilities – we have you covered.