High-net-worth
Individuals and their families
From navigating the complexities of international wealth
and intergenerational wealth transfer, to managing
family dynamics.
The expertise you need for:
With an understanding of your assets, tax obligations and wishes, we advise on tax efficient structures and estate plans that maximize the wealth transferred to your heirs and simplifies the administration of your estate for the trustees. We advise on:
- Preparation of wills to meet your objectives and minimize probate fees
- Incorporating international assets and beneficiaries into estate plans
- Tax efficient charitable giving options
- Creation of Trusts
- Estate administration and liquidating assets
GGFL Essential Reading
Your Guide to Estate Planning
This guide provides an overview of the things you should consider when making an estate plan including tax strategies and…
Learn more >With the top tax rate in Ontario exceeding 50%, and income splitting less beneficial, the benefit of short and long-term tax planning is greater than ever. With careful consideration and planning, GGFL’s team of advisors work with high-net-worth individuals and their families to find tailored solutions that protect, build and ultimately share family assets. We advise on:
GGLF advises on:
- Prescribed rate loans for family members
- Creation of Family Trusts for business owners
- Incorporating your investments
- Tax efficient charitable giving strategies
- Individual pension plans and other options for funding retirement
GGFL Essential Reading
Planning for Death and Taxes – Incorporating Your Investments
As personal and corporate tax rates have fluctuated in recent years, incorporating investments has become an attractive option for Ontario…
Learn more >Family wealth offers tremendous benefits and opportunities. Great care, expertise and attention to detail are critical to manage and protect your assets so that you and your family can fulfil your business, personal and charitable pursuits, while ensuring a strong financial and family legacy are passed on to the next generation. GGFL’s Family Office team is dedicated to supporting and advising families on their unique needs. Our Family Office services include:
- Centralized management of your financial affairs and advisors
- Running your day-to-day accounting and family finances
- Tax planning and financial reporting
- Philanthropy and foundations
- Estate and legacy planning
- Wealth structuring and risk management
- Wealth sharing and transitioning to future generations
GGFL Essential Reading
Maximizing Legacy: Combining Estate Planning with the Donation of Shares in a Private Corporation
For successful business owners, donating shares in their private corporation to a registered charity can provide the opportunity to fulfil…
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