Areas of Expertise

TAx mitigation strategies

Generational Wealth Group collaborates with the client's existing advisory team often involving your accountants and lawyers.  When clients partner with Generational Wealth Group they are assigned a team of professionals comprised of Insurance professionals, accountants and actuarial trained resources who will work with the client and advisors to understand their insurance and tax planning requirements. 

 

Buy/Sell Insurance

The primary purpose of a buy-sell agreement is to maintain ownership and operations within the existing management/ownership group; avoid interference from the exiting owner’s family; provide liquidity to pay estate taxes/retirement; avoid disputes with the exiting owner’s family regarding succession and value, and provide for a smooth transition to the next generation

Estate Planning

Successful plans require collaboration among professional advisors, family members and other experts when building the structures and strategies that will underpin your legacy.  

Our 6 step process helps families plan for generations to come.

Key Person Insurance

Key person insurance is a life insurance policy a company buys on the life of a top executive or other critical individuals. Such insurance is needed if that person's death would be devastating to the future of the company.

Philanthropic Planning

You can help your favourite causes while reducing your taxes payable.
Our clients prefer to leave less to the tax department and more for their family and charity.
It’s a win-win

Family Insurance

Planning

The essence of our partnership is trust.  We believe you either have trust or you don’t, there’s no in-between.  We value our client partnerships as these relationships allow us to do something valuable, in return this gives our business purpose.

We provide customized, sophisticated insurance strategies for high net worth individuals and their families. Our specialized focus, the breadth of our marketplace and our strategic alliances with insurance companies enable us to channel our resources and provide experienced insight and guidance.

Contact

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