Deliverables available through our strategic network include:

• Tax compliance (tax return preparation – personal, corporate, trusts, foundations)
• Financial reporting (financial statements)
• Financial support functions (budget planning, cash flow statements, bank liaison)
• Transaction tax structuring (M&A activity, investments or insurance planning)
• Investments – quarterly consolidated reporting
• Financial/ Net worth / Liquidity / Probate -annual reporting
• A detailed estate plan
• Wills, trusts, Letter of Wishes and Alter Ego Trusts – set up and periodic review
• Planning for protection of assets or operations
• Credit proofing vis-à-vis inheritance, etc. (i.e. “happiness agreements”)
• A detailed Succession Plan, including use of Family Trusts
• Assess liquidity required to meet estate obligations and options thereof
• Governance structuring –building a family charter/constitution
• Assist founder/family in designing a philanthropic plan
• Research best alternative for implementation of a Private Foundation:
• • Donor advised fund via Public Foundation;
  • Donor advised fund via bank set-up;
  • Independent Private Foundation set-up via canadagives.ca
  • Independent Private Foundation set-up via use of “shell” foundation
  • Assess alternatives for testamentary gift funding
• Ability to function as the alter-ego of our clients when they are unavailable (strong relationships with other third party advisors);
• Coordinate mail/communication between clients’ various residences or if client is outside Canada for an extended period of time
• Support re particular investments/expenditures –jet broker, car broker, kids allowance
• Support re healthcare management including selection of advisors and insurance products
• Ability to play “bad cop” for any circumstance surrounding a clients’ well-being