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Some ideas are easier to watch than to read.
These short videos cover the questions our clients ask most: how to pass wealth to the next generation without conflict, what happens to a family business or a cottage at death, and how to leave more of your estate to your family and less to the CRA. Prefer to read? Browse the articles.
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Safeguarding Your Legacy: Insights from Dr. Tom Deans
August 9, 2024 · Hosted by Doug Leyland
You’ve worked hard to build your wealth. Now, you’re facing one of your biggest challenges: how to pass it on to the next generation. It’s a journey many families struggle with, but you don’t have to go it alone.
Dr. Tom Deans is one of the most listened-to voices on family wealth transfer in North America. We hosted him for a session on why wealth transitions fail, and what families who get it right do differently. The full conversation, in segments, with our commentary.
