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Login to watch this video if you have a subscription. Learn more about subscriptions.A proper estate plan addresses not only the correct structure, but governance and succession issues.
This presentation examines wealth planning and transition as a multidisciplinary process that combines family goals and governance with estate, tax, legal, insurance and investment planning. It contrasts qualitative considerations, including values, legacy, philanthropy, business continuity and next-generation preparedness, with quantitative tools such as wills, powers of attorney, trusts, estate freezes, reorganizations, shareholder agreements, insurance and investment portfolios.
The discussion addresses family wealth mission statements, the four stages of transition, contingency planning for death, disability, incapacity, divorce and business volatility, together with liquidity, beneficiary designations, diversification and regular plan reviews. Practical guidance emphasizes purposeful estate documents, preparation of heirs, open family communication and collaboration among legal, tax, financial and insurance advisors.
Founder and Lead Advisor of Trimaran Advisory Group and author of Don’t Leave a Mess! How to Disaster-Proof Your Family Legacy. She helps clients and professional advisors navigate the human side of estate and legacy planning, guiding difficult conversations with discernment, humility, empathy, and compassion.
Geoff joined Doherty in 2015, bringing 18 years’ experience advising individuals, families, and private foundations on matters relating to investment, tax, and estate planning. Most recently before joining Doherty, he spent over 10 years working exclusively within a multi-generational single family office. He is also the author of the book Low Risk Rules: A Wealth Preservation Manifesto.
*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
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*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
