Planning for Your Family's Future
A well-thought-out 'big picture plan' ensures that your wealth is protected and passed on in a way that aligns with your wishes - this is your financial legacy.
But what about your family legacy - the relationships you leave behind.
Let’s create a plan that gives you peace of mind.
For those of us with children, grandchildren, nieces & nephews, or young people that we love, there comes a moment when we ask ourselves, ‘what would happen if I wasn’t here?’
That thought is quickly followed by another: ‘what can I do to protect my family?’
We are here to help you find your personal answer to these questions and to put the right steps in place.
Think of it as your big picture plan - an opportunity to consider your family’s financial and personal position now, and in the future.
Most importantly, we provide expert tax advice and support so that your income and assets can be passed on in a way that protects family members and family relationships.
Planning For the Unexpected
Life is unpredictable, and it’s natural to wonder: "What would happen to my spouse, partner, or family if something were to happen to me?"
If you’re 40 or older, this may be an even greater concern - especially if:
You’ve built or inherited significant wealth
You’re considering bringing family members in as co-owners in your next investment or venture
You, your partner or a close family member has a chronic illness or long-term disability
Your beneficiaries are too young to inherit or manage wealth on their own
Your family doesn’t fit the traditional ‘nuclear’ model
Long-Term Planning: Securing Your Legacy
What are your long-term plans for your assets? How will you ensure that both your needs and your family’s needs are met as far as possible?
If you’re 60 or older, these thoughts may be on your mind - especially if:
You’re the only person who knows all the details of your financial affairs (and even then, are you sure you know them all?)
You want to ensure that your spouse or partner has sufficient income after you’re gone
You’re considering bringing family members in as co-owners of your next investment or venture
You’re concerned about how your beneficiaries will manage the tax implications of their inheritance
You want to divide your assets fairly - but understand that ‘fair’ doesn’t always mean ‘equal’
One or more family members need financial assistance now
Your family doesn’t fit the traditional ‘nuclear’ model
Planning For the Unexpected vs. Long-Term Planning
These two approaches - preparing for the unexpected and planning for the long term - aren’t an either/or decision. They should work together, evolving over time to reflect changes in your life, family, and financial situation.
A plan isn’t something you create once and set in stone forever. The best approach is to start with a solid foundation, then revisit and adjust it as needed. By working with us, you’ll build a trusted relationship over time, ensuring that someone understands your full financial picture and knows your wishes.
If you want peace of mind about your life’s work - your family, your business, your investments - let’s start the conversation.