| ☑ Educating your children, grandchildren and beneficiaries about finance and investments ☑ Defining your family wealth and estate goals ☑ Developing taxation and preservation strategies for multigenerational wealth transfers ☑ Working with specialized estate planners on-hand ☑ Implementing family trusts and other structures to manage family wealth, tax efficiently ☑ Reducing administrative expenses and legal fees upon death ☑ Preserving and leaving a lasting legacy for your heirs, favourite charities and causes ☑ Managing asset disbursements to beneficiaries ☑ Implementing insurance solutions to conserve family wealth and minimize taxes | 
