Succession Planning
When you buy a business, set up a trust, make a Will, or seek our advice on a property purchase, we’re already thinking about how those decisions will affect you—and your family—20, 30, or more years into the future.
Succession planning is often an underlying part of these decisions. But there are times when it becomes necessary to address generational planning more directly.
We are experienced in working across disciplines—picking up on family interview reports, insights from bankers, or structural suggestions made by your accountant or other trusted professionals. Where appropriate, we collaborate closely, even when we’re not the ones conducting the interviews ourselves.
Our clients value our understanding that succession planning is never a one-size-fits-all process. Every family is different.
We listen to you. We engage with your accountant. We work with everyone involved to address the points of tension for each person and generation. Then, we help put the plan into action—through gifting strategies, implementation steps, and ongoing monitoring where needed.
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