Our Expertise
Asset Planning
You’re in good hands
We provide bespoke solutions to meet your asset planning and protection goals.
Journeying with our clients as they work through asset planning is one of our core services. We’re passionate about making sure our clients are protected, and that their plans for transfer of their assets to the next generation are carried out in accordance with their wishes.
Core services
Asset protection
Once we understand your needs and goals, we’ll help with solutions, which could include formation of a trust, limited liability company, a limited partnership, or tenancy in common.
Relationship property
If you’re in a relationship or considering one, or concerned about your child’s situation, we can help you here.
Trust management
You may need help setting up a new trust or managing an existing one. Trust law is increasingly complex, and we have a team of specialists to make it easy for you.
Estate administration
We can help with managing an estate, establishing powers of attorney, and requirements of a will.