Private Client Services
Discretion, trust and long-term vision are the cornerstones of our highly personalized private client services practice. Canada’s current economic climate and the inter-generational transfer of wealth prompt our clients' interest in a variety of matters ranging from issues affecting blended families to managing the estates of Canada’s highest net worth individuals.
Bennett Jones’ private client services practice plays a major role in helping Canadians, whether private individuals, owner-managers or philanthropists, respond to the present and plan for the future. Our clients range in age and net worth – those who have just entered the workforce or are recently espoused, people managing their tax liabilities internationally, those planning their exit strategies from their family enterprises, and individuals who simply want to make sure that their estates are distributed wisely and according to their wishes. We also advise clients with closely held businesses on succession and control issues.
Our interdisciplinary team of advisors act for these individuals as well as on behalf of trustees, executors, estate administrators and charitable foundations on the varied range of wealth preservation and administration issues that concern them all. Throughout the process, we are deliberate, current with new developments in the law, and sensitive to the unique needs of our clients’ professional, work-life and family circumstances.