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Private Client Planning

Our Private Client Group offers a full range of domestic, cross-border and international planning and tax advisory work. We:

  • write, interpret and restructure personal and commercial trusts
  • plan, write and advise on complex wills, incapacity documents, family and business trusts, public and private foundations, and marriage and cohabitation agreements
  • form and advise business trusts, corporations, hospitals, pension funds, international banks and trust companies
  • plan and advise on domestic, national and international tax issues, including voluntary disclosure and corporate structures and reorganizations
  • guide donors, charities, charitable foundations and not-for-profits on the implications of various gifting and investment strategies develop and structure private and public foundations and charities
It’s impossible to predict the future, making it crucial to have a skilled team of advisors who can ensure you have firm plans in place for you and your family’s succession and protection.

We assist clients with a variety of matters, including:

  • domestic, international and cross-border planning
  • protecting charitable interests in estate matters
  • complex/multi-jurisdictional assets or family situations
  • protecting a disabled relative or child

Our team leads the profession, serving in professional organizations such as STEP, the Canadian Tax Foundation, the American College of Trust and Estate Counsel, the Association of Contentious Trust and Probate Specialists, and the International Academy of Estate and Trust Law.


Key Contacts

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