Private Wealth & Estate Planning Services

Private Wealth Services

As an entrepreneur, you will need an advisor to not only help grow your business but also preserve your inter-generational wealth and navigate the increasingly complex tax compliance and foreign reporting disclosure demands of tax authorities, in Canada and the US, while protecting the reputation you’ve built.

At Avisar, we provide entrepreneurs, wealthy individuals, their families, and their businesses, with holistic planning solutions for business succession, estates, trusts, gifting, life insurance and risk management, as well as tax advice on domestic and international investments in various cities in Canada, including Vancouver, Langley, Abbotsford, and more.. Our team of experienced professionals ensure we understand your values, specific needs, and objectives before creating a strategic plan tailored to you and your next generation.

Estate Planning Services

Once you start accumulating assets, personally and in your business, it’s time to start thinking about estate planning services. We can help you organize your business and personal affairs, plan for retirement, and plan for the transfer of your assets when that time comes.

Estate planning involves a lot of decisions you need to navigate

Our estate planning experts will work with you to understand your goals and develop a comprehensive estate plan to maximize tax efficiency and provide the most benefit to your loved ones. Our estate planning services include:

Will review and planning, including written instructions to lawyer
Assessing the appointment of executors
Succession planning including potential business re-structuring
Advising on the use of trusts and additional companies
Estate freezes
Analysis of methods to preserve wealth
Recommendations for the possibility of incapacitation
Coordinating with your insurance broker to cover potential taxes and debts
Advising your executor after you’re gone
Estate planning for business owners

We’ll create an estate plan that suits your needs and ensures that you maximize the value of your estate.

Benefits of estate planning with Avisar

The peace of mind that comes with a clearly defined plan for passing on your assets
Insights and recommendations from a team of experts
Lessened taxes at time of death
Decreased problems and expenses associated with probate
Maintain control over the distribution of your assets
Educate your executors through the process
Create a plan for payment of estate taxes to assist your beneficiaries
Continuity and stability for next generation of ownership

Talk to us today about your estate planning needs and let’s create a plan that suits your needs.