Wealth Management

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 the Wealth Management Group at Fraser Milner Casgrain LLP (FMC) 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 FMC.

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Representative Work
Counsel to Trustees of large Estate and to Trustees of an Inter Vivos Trust, including sale of important media businesses and other business interests
Counsel to Trustee of large Estate having more than 50 beneficiaries with capital distributions postponed for more than 70 years
Retained by Trustees of complex set of family estates, trusts and corporations to reorganize family holdings to minimize exposure to foreign taxes
Retained by senior Canadian businessman to establish and register a private foundation to be used for philanthropic purposes
Counsel to directors and trustees of several private or public foundations established for estate planning and philanthropic purposes
Did you know?
The Best Lawyers in Canada 2012 recommends David Fuller, William Innes, Barbara Krahn, Archie RabinowitzPat Williams and Gordon Yakemchuk as leading trusts and estates lawyers.
Brian Cohen is a contributing editor of Federated Press' Personal Tax and Estate Planning Journal and has prepared papers for the Law Society of Upper Canada's Estates and Trusts Forum as well as the Registered Deposit Broker Association Newsletters.
The Canadian Legal LEXPERT Directory 2011 ranks Barbara KrahnArchie Rabinowitz and Don Sommerfeldt as leading lawyers in the area of wealth management.
Key Contacts