By admin on July 4, 2017
At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’.
In other words, their investable asset base is of a sufficiently significant size and complexity that it is beyond being considered a traditional savings pool earned from employment activities; it should instead be viewed as a wealth management business that is a bi-product of their successful business activities.
Over many decades of advising families of significant means, our experience has been that each family has unique levels of complexity which have evolved over the family’s evolutionary lifecycle. These complex structures are needed to address the delicate balance that exists between tax and estate matters, asset protection and income splitting issues, as well as current lifestyle versus longer term succession and philanthropic goals.
A truly integrated wealth plan eases some of this complexity and closes the gaps between the various elements of these structures, providing a solution that offers confidence and peace of mind.
