Quantum Family Offices - Estate, Trusts & Wills

Estate planning is of key importance to help protect your assets, your beneficiaries, and future generations in your family. However, it can often be challenging for individuals and their families to navigate the legal and regulatory issues surrounding estate planning, trusts, and wills. Our purpose is to help manage and assist your family to better understand these areas. 

Whether you're creating a will or setting up a trust, our team of legal and tax professionals will work closely with you to develop customized plans and strategies based on your unique needs. We understand that discussions about estates, trusts, and wills can be sensitive and complex. We help by building strong, lasting relationships with you and your family, and by serving as a trusted advisor as you move through life's stages and key events.

How We Can Help

Trusts and Wills

Trusts and wills are key elements in estate planning strategies in Canada. Having a will is vital to ensure that the distribution of your assets happens in accordance with your wishes. We can prepare your will and any related trusts as part of your existing estate plan or in the customized estate plan we develop with you.

Complex Situations

We help manage a wide range of complex issues including: planning for disabled beneficiaries; cross-border considerations for non-resident beneficiaries/heirs, including setting up a cross-border trust; equitable distributions  international assets; and intricate family dynamics.

Estate Freezes and Family Trusts

Estate freezes and family trusts are often used to minimize tax and address succession of a family business. We can ensure your plan is properly structured so it complements your unique future goals and objectives while helping to protect your estate and assets.

Incapacity Planning

We can help to ensure that your financial matters, health and personal care decisions are in the hands of someone trusted by the family.

Income Taxes and Probate Fees

Estate planning requires effective tax advice. We will design your plan to help achieve tax mitigation and reductions, probate fee efficiency, and flexibility to mitigate double taxation on private company shares.

Philanthropy

It is important to support causes that align with your personal values, interests and goals. As part of your estate planning, we help to ensure that your philanthropic objectives are carefully planned and met in a tax effective manner.