Private Wealth Management

Our Private Wealth Services team advises clients regarding wealth management issues for families with global investments or family members in jurisdictions around the world. We provide families with comprehensive advice regarding flexible ownership and asset structures that goes beyond traditional asset management.  We design and implement solutions to improve the family office while focusing on practical results.  We understand that governance, clear communications, and flexibility are the key components that enable our clients to attain their goals for multiple generations. Our services include: advising families interested in Canada investments and acquisitions, developing tax efficient investment structures, creating instruments to serve as investment platforms, advising on co-investment in hedge funds and equity funds, establishing family offices, and assisting families with corporate governance, immigration, and estate planning.

Our Private Wealth Services Team distinguishes itself by providing legal assistance to both wealthy domestic clients and international clients. Our representative offices are strategically located throughout the world. This allows our team to provide legal advice for our clients and their businesses from a single platform. Our team can address our clients’ needs on a global basis and integrate the competing demands created when our clients or investments and business interests are in multiple jurisdictions.