Protecting Your Legacy
Comprehensive Estate Planning and Wealth Transfer
Will your wealth transfer to the next generation as efficiently as possible? At Adviset Capital Partners, we understand that your legacy is more than just assets; it's a reflection of your life's work and values. Our sophisticated estate planning services are designed for high-net-worth families, ensuring your vision for future generations is realized with precision and care.
- Tax-efficient wealth transfer strategies
- Robust trust structures for multi-generational planning
- Expert business succession and continuity planning
- Seamless administration and probate guidance
Optimize Your Assets
Tax-Efficient Wealth Transfer Techniques
Minimizing tax liabilities while maximizing value for your beneficiaries is paramount. We employ a range of proven strategies tailored to your unique financial landscape.
Income Splitting Strategies
Thoughtful strategies to distribute income among family members to reduce overall household tax burdens, aligning with Canadian tax laws.
Trust Structures for Deferral
Utilizing various trust vehicles to defer tax on accumulated income and capital gains, providing significant long-term financial advantages.
Estate Freezing Techniques
Essential for business owners, these techniques 'freeze' the value of assets today to prevent future growth from being subject to higher estate taxes.
Charitable Giving Benefits
Integrate philanthropy into your estate plan to achieve meaningful charitable impact while realizing considerable tax credits and exemptions.
Life Insurance for Liquidity
Strategic use of life insurance to provide immediate liquidity to your estate, covering taxes, debts, and ensuring beneficiaries receive their inheritance seamlessly.
Security and Control
Advanced Trust Planning Solutions
Trusts are powerful tools for asset protection, privacy, and controlled distribution of wealth. Adviset Capital Partners designs bespoke trust structures that align with your unique objectives, whether for family support, philanthropic endeavors, or complex multi-jurisdictional needs.
- **Family Trusts:** Income splitting, asset protection, and controlled distributions.
- **Spousal Trusts:** Providing for your surviving spouse while preserving capital for future generations.
- **Charitable Remainder Trusts:** Combining philanthropy with tax advantages.
- **Offshore Trusts:** Solutions for international families seeking global asset management and privacy.
- **Trust Administration:** Ongoing management and compliance to ensure trust objectives are met.
Ensure Your Business Thrives Beyond You
Business Succession and Continuity Planning
For entrepreneurs in Toronto and beyond, securing the future of your business is integral to your estate. We develop robust succession plans that manage transitions smoothly, preserve value, and ensure your enterprise continues to prosper.
Family Business Transfer
Facilitating the seamless and tax-efficient transfer of your family business to the next generation, preserving familial harmony and business legacy.
Buy-Sell Agreements
Crafting comprehensive agreements that pre-determine the sale of ownership interest, ensuring fairness and stability in unexpected events.
Valuation Strategies
Expert guidance on business valuation methods to ensure a fair and equitable transition, minimizing disputes and maximizing value.
Management Transition
Developing clear roadmaps for leadership development and smooth management transitions, maintaining operational continuity and market confidence.
Tax-Efficient Sale Structures
Advising on optimal sale structures and timing to minimize capital gains taxes and maximize net proceeds for both sellers and their beneficiaries.
Streamlined Processes
Estate Administration and Probate Planning
Navigating the complexities of estate administration and probate can be daunting. Our team provides comprehensive support to ensure your wishes are meticulously followed, from initial will preparation to final estate settlement, easing the burden on your loved ones in Toronto and surrounding areas.
- **Will Preparation:** Drafting and regular updates to reflect your current wishes and legal requirements.
- **Probate Avoidance Strategies:** Implementing techniques to minimize or avoid the probate process, saving time and costs.
- **Power of Attorney:** Establishing documents for financial and personal care in the event of incapacity.
- **Executor Selection & Guidance:** Assisting with the essential choice of an executor and providing ongoing support to them.
- **Estate Settlement Support:** Comprehensive guidance through the final stages of asset distribution and debt settlement.
Leave a Lasting Impact
Philanthropic and Charitable Planning
Extend your legacy beyond your family by incorporating charitable giving into your estate plan. We help you design philanthropic strategies that reflect your values, achieve significant social impact, and offer favorable tax benefits.
Charitable Remainder Trusts
Create trusts that provide income to you or beneficiaries for life, with the remainder going to your chosen charities, offering immediate tax deductions.
Private Foundation Establishment
Guidance on establishing and managing your own private foundation for continuous, targeted philanthropic efforts.
Donor-Advised Funds (DAFs)
Flexible and tax-efficient giving through DAFs, allowing you to contribute assets, receive an immediate tax deduction, and recommend grants over time.
Charitable Tax Optimization
Strategies to maximize the tax benefits of your charitable contributions, including appreciated securities and complex assets.
Legacy Giving Strategies
Defining your lasting charitable legacy through bequests, endowments, and other planned gifts that will continue to make an impact for generations.