Including charitable giving as part of your overall wealth plan can have many benefits for you, your heirs, and those in your local community or in countries around the world.
Our wealth planning team can help you develop a personal strategy to bring your legacy to life. We help you to decide the best way to structure your estate, what type of trusts will be set up, how family assets will be transferred to your beneficiaries that is both fair and tax efficient. Proper planning will save you thousands of dollars and is essential for a smooth and stress-free transition to multi- family generations.
To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make these philanthropic dreams come true.
Wealth Planning Solutions are made available through Assante Private Client, a division of CI Private Counsel LP.