Family offices
Family offices usually emerge from the sale—or accumulation of capital—of a family business. First- and second-generation entrepreneurs come to us for sound tax advice on their investments. They also want to take advantage of our tax expertise in their ongoing search for new and exciting projects.
We work with them to develop an optimal tax structure to help preserve their capital for the benefit of future generations.
This industry has many needs that touch on many areas of taxation, including investments, business transfers, succession planning, testamentary and estate taxation, and gift planning for private foundations.
We meet these needs by working closely with the many partners involved to implement optimal structures and ensure tax compliance.
Businesses
Small and medium-sized enterprises (SMEs) make up the majority of our clientele. Our work with them is similar to what we do for family offices, but adapted to a different context.
These small businesses are focused on growth and rely on us primarily for support in their daily management of corporate tax issues. They also seek advice on will and estate planning.
Foundations
Our extensive expertise in planned donation and philanthropy has led to our involvement with several foundations registered with the Canada Revenue Agency’s Charities Directorate.
Charities are subject to many tax requirements. We ensure that their activities are carried out in compliance with these requirements.
We also advise donors on optimizing their gift planning.
Pharmacies
Pharmacies, generally structured as SMEs, represent a large portion of our client base. We provide the same high level of service offered to family businesses, while fully addressing the unique realities of the pharmaceutical sector. Pharmacist-owners are focused on operating and growing their operations, so they rely on our team to help optimize their business tax structures. We support them through major milestones, including the onboarding of new partners, as well as the purchase or sale of ownership assets. We also support pharmacists with estate and succession planning. Our approach carefully considers professional best practices, business valuation and the pharmacist’s personal and family goals.