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Families passing significant corporate assets to the next generation may not want to involve their corporate lawyers in their succession discussions. Wealthy individuals want confidential advice about the security and ultimate disposition of their assets. Financial institutions handling estates of private clients need expert, confidential legal advice in disputes.
These are the situations where Fraser Milner Casgrain’s Wealth Management Group excels. With considerable wealth comes great responsibility, great need for privacy and security, and great need for trusted advice. Our Wealth Management Group has significant expertise in asset protection, tax planning, wills, charitable giving, estate administration and powers of attorney. But the personal nature of the work demands much more: our clients need a seasoned advisor dedicated to the security of their finances now, and well into the future. They need a confidante and advocate, someone to whom they can talk and whom they can trust implicitly, someone who will be available to them in emergencies. As a national, full service law firm, we are able to serve their needs across Canada and across legal disciplines: one call to the person they trust does it all. Whether they are the owner of wealth, the inheritor, or the financial advisor, they place their confidence in their lawyer at Fraser Milner Casgrain.
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Counsel to Trustees of large Estate and to Trustees of an Inter Vivos Trust, including sale of important media businesses and other business interests
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Counsel to Trustee of large Estate having more than 50 beneficiaries with capital distributions postponed for more than 70 years
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Retained by Trustees of complex set of family estates, trusts and corporations to reorganize family holdings to minimize exposure to foreign taxes
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Retained by senior Canadian businessman to establish and register a private foundation to be used for philanthropic purposes
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Counsel to directors and trustees of several private or public foundations established for estate planning and philanthropic purposes
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