Generations of our family, stewarding wealth through generations of yours.

More than just financial strategy, stewarding wealth through generations requires communication and educational processes that are tailored to your family’s dynamics.

We have been intimately involved in the complexities of family and wealth for generations, and we use this insight to create a caring environment in which we help our clients build financial continuity and longevity.

 

Planning and Road-mapping

By proactively planning before catalyst events, we can help ease points of tension and harmonize wide-ranging family goals. Beginning with discovery sessions and continuing through family governance documents and action plans, our planning process helps bridge important conversations and simplify complexities.

 

 

 

Family Enterprise

Families with business interests often benefit from our family office style of service, where we collaborate not only among our in-house team, but also with the extensive CIBC network of specialists and your family’s own professional advisors, including attorneys and accountants. Combined with custom portfolios and succession plans, this approach helps families pursue overlapping goals for business, retirement and legacy.

 

 

 

Estate and Philanthropy

Successful estate plans incorporate the proper legal framework and tax-efficient financial structures like trusts, foundations and endowments. Often the most difficult step, however, is making sure the rising generation is equipped to carry your legacy forward. That’s why we prioritize guided conversation and personalized resources for financial literacy in younger generations.