Business owners require integrated financial, legal and accounting advice to grow their companies and to realize their full potential.
Owners are growing tired of wasting time and money due to conflicting advice from their individual lawyers, accountants and financial counselors.
Our goal is simple:
We help coordinate the work of legal, banking and accounting experts to ensure your business remains profitable as well as look after the financial security of your families.
We help business owners develop integrated business and personal financial, legal and accounting strategies that saves them time and money.
Our experienced team provides advice on:
1) Company Formation, Growth and Sustainability
- When and how to best incorporate
- Incorporation, adding and subtracting shareholders
- Buy Sell and Shareholder Agreements
- Holding Companies and Multi-Company Structure
- Licensing and Franchise Agreements
- Accounting and Tax Planning
- Business, Commercial and Malpractice Insurance
- Life, Disability and Critical Illness Insurance
- Employee Benefits and Pensions
- Investment Planning and Portfolio Management
- Expansion Financing
- Business Succession Planning
- Pre-IPO legal and tax planning
2) Family Business
- Family Governance
- Family Meetings
- Beneficiary Financial Literacy & Education
- Crisis management and mediation
- Financial, Legal and Tax Planning
- Wills, Trusts, Power of Attorney and Representation Agreements
- Structuring Living Trusts
- Estate Administration
- Asset and Portfolio Management
- Referral to trusted private banking services
Business Advisory Team:
Accounting and Legal Specialists:
Contact us for a confidential list of trusted tax and legal professionals.