In today's complex wealth management landscape, we understand the evolving demands placed on family offices. From strategic continuity and succession planning and managing risk in contentious situations to navigating philanthropic initiatives, our experienced team guides dynamic markets and geopolitical shifts. With foresight and skill, we help ensure the continued success of our clients' endeavors.
Our lawyers are dedicated advisors, guiding family offices through every stage of their lifecycle. Whether laying the groundwork at inception, managing day-to-day operations, or providing crucial support during transitions like liquidity events, death of a founder, dissolution or succession to the next generation, we offer comprehensive counsel. As external general counsel, we provide valuable insight and expertise, ensuring sound decision-making at every turn.
Our clients see us as integral, value-added members of their advisory teams. With a comprehensive approach encompassing various practice areas—including private client taxation, corporate, mergers and acquisitions, private equity, real estate and investment management, governance, finance and banking, security and privacy, employment and immigration, and dispute resolution—we tailor our counsel to each family's unique structure, core values, and evolving goals, always keeping the long term in view. Beyond traditional legal services, we extend our expertise to charitable foundations, non-profit institutions, and financial entities. Whether serving as trustees, executors, directors, or trusted advisors, we offer guidance tailored to balance the needs and objectives in the family, business, and ownership ecosystem.
At the heart of our practice lies a dedication to helping clients – whether rooted in Canada or globally dispersed - achieve their ambitions.
