Private Client Tax Planning
Our Private Client Tax Planning group advises high-net-worth individuals and families, entrepreneurs, business owners, privately-held businesses and family offices on Canadian tax matters throughout the lifecycle of wealth creation, ownership and transfer, including matters with cross-border and international elements.
Private wealth often sits at the intersection of operating businesses, investments, family structures and significant transactions. We bring personal, corporate and trust tax considerations together from the outset, with planning tailored to each client’s broader circumstances, priorities and long-term objectives.
Planning for wealth across businesses, investments and generations, including:
- Ownership and business structures. Structuring of privately-held businesses, share ownership, and related arrangements.
- Business succession and reorganizations. Corporate reorganizations, estate freezes, planning with life insurance and ownership transitions involving privately-held businesses.
- Trust planning. Tax planning for resident and non-resident trusts, including structures used to hold, manage and transfer family wealth.
- Estate, succession and post-mortem planning. Planning for the tax implications of transferring wealth across generations.
- Cross-border planning and mobility. Canadian considerations for matters with international elements, including immigration and emigration.
- Investment structuring. Structuring of private investments, including real estate, private equity and investment funds.
- Transactions and liquidity events. Tax structuring around business and real estate sales, acquisitions and other significant transactions.
- Charitable giving and registered charities. Tax planning for philanthropic objectives, including charitable gifts, private foundations, donor-advised structures and registered charity matters.
