It’s a fact of life: the more you have, the more you have to pay. Working with your professionals and looking at your overall wealth picture, our wealth planning team strives to reduce your tax liabilities with strategies such as trusts, endowments, estate freezes and/or business restructuring.
The tax effectiveness of your investments is addressed through tax optimization in our investment pools and the use of tax-advantaged investment structures. As you know – it’s not so much what you make that counts. It’s what you keep.