To ensure the financial well-being of your family, will and estate planning is paramount. For many business owners and high net worth individuals, financial decisions are often intimately linked with family concerns. Our estate planning professionals understand that even though it’s business, it’s personal.
The complexities of today’s business, investment and tax environment means that estate planning and administration requires expertise in accounting, taxation and legal matters. Our team of multidisciplinary professionals works with families, executors and liquidators, and their advisors in a seamless way. We provide holistic advice and services in both the pre- and post-mortem context, and assist executors and liquidators and beneficiaries in settling and administering estates, ensuring a successful estate transition.
Our collaborative approach and comprehensive services help ensure your wishes are defined clearly and carried out efficiently.
Will and estate planning
Effective will and estate planning involves much more than just writing down who gets what – especially when a business is involved. We work with you to review your current situation and determine if other considerations should factor into your plans, such as incapacity mandates, family trusts, or a pre-mortem reorganization of family assets and companies. We also offer pre-settlement services for more complex estates.
Estate settlement and administration
Administering an estate isn’t easy. Our professionals guide executors and liquidators through the often-complex decisions they must consider such as when faced with non-resident beneficiaries, assets located outside of the country or the wind-up of investment companies. These are just some of the scenarios we help families navigate. With our well-rounded team, we identify practical and tax-efficient solutions to meet each unique situation.
When it comes to your family and business after you’re gone, there’s many important questions to consider. We’re here to guide you and help ease the burden of providing for your family’s future.
Meet our expertsThe people behind the expertise.
Danny RitterCPA, CA, CFA
Diane TsonosLL.B., TEP
Earl FormanCPA, CA
Jean-François CoutuCPA, CA, LL.M.Fisc.
Michel BabeuCPA, CA, M. Fisc.
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Phil NadlerCPA, CA
Scott BinnsCPA, CA
Tasso LagiosCPA, CA
Food for thoughtWhat’s in the news & what you need to know.
The Estate Freeze: A Multi-faceted Solution for Business and Wealth Transfers.
Every business owner will eventually contemplate the transition of the family business and wealth to the next generation. A properly designed estate freeze can help an entrepreneur achieve various personal, business and tax objectives in their wealth transition planning. How does an estate freeze work? Typically, the business owner exchanges the common shares of their […]Click to read more.
Bequeathing Bitcoin: Three Steps to Ensuring Cryptocurrencies are Passed Down Properly.
While there are many types of unconventional assets, the resurgence of cryptocurrencies has made headlines. Bitcoin, Ethereum, Ripple and Litecoin, to name a few, are now a dynamic (and some may even say ‘integral’) part of the market, but one question remains: how can you ensure that those digital assets are passed down properly? Digital […]Click to read more.
The Summit Series: Fairness in Estate Distribution.
Equal or equitable? What constitutes a fair transition to the next generation? As a parent, an entrepreneur and an employer, you know the importance of leading fairly. Planning the transfer of ownership of your family enterprise to your children often revolves around the question of fairness. What should I keep in mind if all my […]Click to read more.
A holistic approachfocused on you
Whether for business or personal; with one challenge or our full suite of services, Richter’s approach is always strategic, insightful and all-encompassing. Guided by our values and rooted in trust, we’ve helped clients thrive for over 90 years.