We gather all of the component parts and put together a solid plan for moving forward. Our clients find that having the complete picture allows them to see the future more clearly and often leads to new opportunities.
Our thoughtful, methodical process guides business families through all of the complexities and big decisions to be considered to arrive at a sensible roadmap everyone can follow.
With over 30 years experience in tax, corporate law, estate and business planning, we are the right ones to lead and manage the process. We bring the right team together and make sure things get done.
Successful business transition can take several years to plan and implement. Ongoing support and advice is essential to ensure continuity and protect wealth. We are always here for our clients.
Want to begin to slow down and start transitioning the business to the next generation? The right business succession plan achieves this objective and strengthens the business and family in the process. We guide and support you on this careful journey with thoughtful planning and exceptional technical expertise.
You have worked hard to build your family wealth. A carefully thought out and technically sound wealth transfer plan ensures that wealth is protected for your benefit and that of future generations. We help you sort through the complexities and assess the options to create a plan that is right for you and your family.
Effective communication is the key to a successful transition of a family business, and for continuing harmony in the family. A Family Council is often the best method for facilitating that communication. We help design and establish the right Family Council and governance structure that will work for you and your family.
Many business families want to give back to their communities and/or support charitable causes. Through careful planning, you can structure your support to maximize its impact while providing tax savings for the family. Family involvement in philanthropic activities often serves to underline and strengthen family values.
A key part of business transition is tax planning and tax minimization. Our extensive background in tax law enables us to work with tax specialists as appropriate to make sure you are not paying more tax than you should.
We identify steps you could be taking to help protect your wealth and manage the financial risks you and your family enterprise may be facing. This process includes assessing ownership structures and tax exposure, and putting protective measures in place.
We take a genuine interest in our clients’ family enterprises and the successful resolution of their long-term goals and objectives. We bring expertise and offer an objective sounding board as you make important decisions affecting your business and your family.
In addition to the wealth that is invested in their businesses, many business owners have investments managed by third party advisors. We help monitor these “outside the family enterprise” investments to ensure they continue to meet your goals and objectives.
Lisa Collins has over 35 years of experience providing quality services and counsel to business owners and other high net-worth families. She is a retired member of the Law Society of British Columbia, and has extensive experience in wealth planning and management.
Lisa performs the role of trusted advisor to provide personalized solutions for peace-of-mind, long term financial security, and wealth preservation for future generations. With her extensive background in tax, corporate law, estate and business planning, she is the right one to lead the process.
In an earlier article I outlined seven reasons why you may want an Advisory Board for your family business. In this article I discuss the two key elements to setting up an Advisory Board to ensure it is a good fit for you and your business. They are: Establishing a structure for the Advisory Board that will allow for it to
An Advisory Board can be critical for the continuing success, growth and sustainability of a family business. Here are seven reasons why you might want an Advisory Board for your family business: Your industry is evolving and you are not sure the direction your business should be taking. An advisory board can provide you with expert advice and direction that
When it comes to managing a family enterprise and in particular, its transition to the next generation, it is important to pay attention to the “in-law factor”. As their children marry or enter into longer term relationships, many business owners become concerned about the impact their daughters-in-law or sons-in-law will have. They worry about their in-law’s influence on their child.