Step 5. BUILD - your family's wealth foundation

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Your Family Wealth Foundation™

Build

This is where we empower you to simplify your life and optimize your wealth so you can achieve your family’s multi-generational goals of wealth accumulation, preservation and distribution.

We work extensively with The Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP‘s team of tax, legal and estate specialists along with your own legal and accounting professionals to consolidate your sophisticated complex financial reality.

We analyze a variety of possible solutions including wealth preservation and tax planning strategies across multiple generations to protect and enhance your wealth.

We explore strategies and solutions that may help you to achieve your family’s desired future. The outcome—a legacy of significance for your family and cherished causes.

Result: Wealth Foundation   |   Investment: Complimentary

NEXTStep 6. PROTECT – protect your family’s wealth

PREVIOUS: Step 4. COMMIT – to building your family’s wealth foundation

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Adrian Spitters




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