Our team is experienced in family governance and succession planning, using our technical skills to help navigate wealth transfer complexities. We listen carefully to you to ensure your estate plan achieves your personal goals.
Trusted advisors to help guide you in your estate planning
Our expertise spans domestic and cross-border estate and trust planning, litigation, and dispute resolution. We offer comprehensive planning and lifecycle services, making us the ideal choice for complex matters.
Ensuring your wishes are realized
As your advisor, we can ensure your wealth is protected for future generations or for charitable purposes by employing well-planned strategies using wills, powers of attorney for property, inter vivos trusts, estate freezes and a range of other techniques. We can also ensure your personal decisions, including important decisions about medical care and living arrangements, are made by those of your choosing and in accordance with your desires, through the use of powers of attorney for personal care and related directives.
We handle various aspects of Private Wealth, Estates, & Trusts including:
- Handling multi-jurisdictional work, including affidavits of foreign law, advising on assets in multiple countries, and assisting with grants of administration.
- Managing complex family dynamics with multiple wills, trusts, powers of attorney, and letters of wishes.
- Assist attorneys for property, trustees, and executors in meeting their administrative obligations, including fiduciary preparing and passing accounts in both contested and uncontested situations.
- Addressing complex capacity proceedings, including undue influence claims or suspicious circumstances.
- Dealing with passing of accounts, interpretation issues, trustee removal applications, and tax issues for cross-border beneficiaries.
- Providing advice on share ownership, stock options rights, and transactional tax matters.
Unparalleled experience
Our team efficiently handles court-involved disputes. Our cross-disciplinary experts proactively advise high-net-worth individuals and their families, family offices, trustees, executors, and financial institutions on avoiding and resolving disputes, but are ready to litigate contentious matters if necessary. We handle these sensitive matters tactfully, achieving excellent results.