Our Insights

AM I PAYING THE RIGHT AMOUNT OF TAX FOR MY INVESTMENTS?
The tax environment is constantly in flux. New governments, new laws and new life events all create financial pressure on your family and your business. You may have a solid investment strategy in place, but is it up to date with new regulations?

ARE YOU CONSIDERING SELLING YOUR BUSINESS?
When you are thinking about selling your business, there are many considerations and a lot to consider. You want as much as possible to stay objective, but your business has been your life’s work, so there are many emotions involved.

BUILDING THE RIGHT EXECUTIVE TEAM TO WITHSTAND CHANGE
Creating an exceptional executive team takes more than a great network, it also takes time, a specific expertise, and a strategic understanding of the market. An organization’s senior leadership holds the highest management position, they have more responsibilities and deal with greater pressures.

I’M CAUGHT UP IN A BUSINESS DISPUTE. HOW SHOULD I HANDLE IT?
Maybe a client has terminated your contract prior to the expiry date. Or a product fails to meet expectations. Whatever the cause, business disputes often times leave business owners or senior executives struggling to find the quickest and most effective way to resolve their situation all the while ensuring that the negative impact to the business is minimized.

ESTATE PLANNING: WHAT HAPPENS TO MY MONEY AND FAMILY?
“Estate planning is not just about a legal document and a plan to minimize taxes at death. It should be an expression of your values and priorities, particularly in light of family complexities today.”

FINDING GROWTH OPPORTUNITIES FOR YOUR BUSINESS
Are you ready to expand, diversify, target new markets, and ultimately enhance profitability ...

GOVERNMENT AUDIT: ARE YOU READY?
We know what you are thinking: It was coming eventually, but the timing could not be worse.

HOW CAN I ENSURE MY PHILANTHROPY WILL HAVE MAXIMUM IMPACT?
When it comes to philanthropy and charitable giving, families of significant wealth have ...

CYBERATTACKS AND HACKERS : HOW CAN YOU BEST PROTECT YOUR BUSINESS?
There’s a fair amount of frightening news reports these days about cyberattacks on businesses of all sizes, and they seem to be on the rise. They aren’t totally preventable, but it’s important to be sure your systems are up to date and your data is well protected so that in the event of an attack, you can minimize the fallout.