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Private Client Services

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Managing family relationships while planning your wealth and promoting business growth requires a delicate balance, and we are here to help.

We can assist you at any stage of your business from start-up to generational succession planning.

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For over 150 years, we have worked with generations of Canada’s wealthiest families and most profitable private companies.

We help our clients achieve their objectives through sound legal advice, extensive expertise and a comprehensive network of professionals both in Canada and abroad.

We are trusted advisors to family owned and closely held privately controlled businesses as well as large privately held multinationals operating in almost every major domestic and international business sector. We work with the full spectrum of Private Clients, including:

  • Families & Individuals
  • Family Offices
  • Private Trust Companies
  • Corporate & Family Foundations
  • Closely Held Businesses
  • International Families & Businesses
  • Corporate Executives
  • Corporate & Individual Fiduciaries
  • Private & Public Charities
  • Contested Trusts & Estates
  • Private Equity Fund Partners
  • Investment Managers

Our comprehensive Private Client advice offering includes:

Personal Matters:
  • Estate and succession planning
  • Tax Planning
  • Philanthropy
  • Estate and trust administration
  • Family business succession

Business and Family Office:

  • Corporate governance
  • Liquidity event planning and execution
  • Corporate Finance
  • Private M&A

We understand private wealth, and can draw on our extensive expertise to develop strategies to help you grow and diversify your business while faithfully protecting your legacy.

We are invested in your specific and unique objectives, and we are committed to helping you protect what matters most. You will find peace of mind knowing that the confidential and sensitive nature of your personal and business affairs will always be protected.

Cross-Border Kits