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PLEASE NOTE: For everyone’s safety, Fasken recommends anyone on-site at our Canadian offices be familiar with the COVID-19 recommendations in place which may include one or more of the following: social distancing, hand sanitizing, wearing a mask in common areas and proof of full vaccination. These measures apply to lawyers, staff, clients, service providers and other visitors.

Practices

Personal Tax Planning & Wealth Management

Fasken

Overview

Wealth preservation plans that are effective and reflect your priorities.

 

Many of our clients own businesses, real estate and other assets – sometimes in multiple regions or countries. We work with them to transfer those assets to other family members or executives, or to third parties.

 

We work to understand our clients priorities and interests and develop plans to implement them. This might include advising on insurance-based products, the use of family trusts and other structures.

 

Tax planning and wealth management often benefits from expertise in other specialized areas such as family law, elder law or business and real estate law. The integrated team at Fasken will work together and with your preferred advisors, communicating with you throughout the process to create a comprehensive, reliable strategy that meets your objectives.

 

Call us to discuss how we could help you reach your goals.

Client Work

Date Client

Knowledge

Fasken Institute

News