You have ideas on how you want to live your life. And just like any journey, you are most likely to achieve success when you think about where you want to go. Strategic planning can help you to get there by creating a clear road map to guide you along the way.
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 across the world.
If properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that makes a difference to you.
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.
At Assante, the plan is to build and preserve your wealth. We do it by creating a comprehensive integrated wealth management plan that encompasses every aspect of your financial affairs: investment strategies, risk management and insurance, tax planning, estate preparation, and cash and credit management.
We implement it by bringing together the products, services, professionals and financial solutions that best serve your wealth management needs and goals.
If you’re a business owner, we can help you protect the business you have worked so hard to build, maximize its value and transfer ownership smoothly and tax-effectively.
We will work together to review all the options available to you and help you plan accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability companies.