Quantum Family Offices - Advanced Tax Planning

Keeping up to date on your current tax situation, the taxation of future generations, and the most recent tax laws and opportunities can be overwhelming. Our trusted tax professionals at Quantum Family Office can help manage, enhance and preserve your wealth.

Our holistic Family Office tax & estate planning approach considers the tax issues faced by individuals, families and businesses. With our deep industry knowledge and experience, we work closely with you to understand your unique circumstances, goals and objectives, and to develop a roadmap that's tailored to your unique tax needs.

How We Can Help

Tax Planning

Quantum Family Office can review the structure of your holdings and operations to help to improve your tax efficiency, and to implement a tax risk strategy.

Acquisition And Disposition Planning

Our team can help you to develop a tax-effective structure preparing for the acquisition and sale of your assets or business to help minimize tax, utilize capital and maximize after-tax proceeds.

Intergenerational Wealth Planning

Looking ahead to future generations is crucial when you are planning your tax affairs. . As part of your wealth strategy, Quantum Family Offices can assist you with personal estate planning and the intergenerational transfer of wealth to help minimize taxes.

Asset Protection

Protecting your assets for your family and future generations should be a key part of your tax planning strategy. Quantum Family Office can develop innovative strategies to insulate and compartmentalize your assets and liabilities to provide additional protection from potential creditors.

Luxury Assets

Purchasing and owning luxury assets such as aircraft, yachts and vacation properties come with considerable tax considerations. As part of your family office tax & estate planning, Quantum Family Office can help you optimize the structure of the ownership and operations of your luxury assets.

Structured Giving

When you support charitable causes, planning strategically can provide opportunities to maximize the tax benefits. Our tax professionals can provide you with solutions to structure your charitable giving in a tax-effective manner and provide guidance for maximizing your philanthropic impact.

U.S. Cross-Border and International Tax

Tax laws differ considerably between different countries and jurisdictions, so it's important to ensure tax compliance if you have a business, property or family member outside of Canada. In addition to Canadian tax services, Quantum Family Office can assist to manage foreign tax regimes arising from citizenship, emigration, residency, compensation and foreign operations.

Compliant International Tax Planning

Tax compliance issues can be very complex, especially when you are working with global tax laws and tax changes. By using technology, international tax expertise and process efficiencies, Quantum Family Offices can help prepare your domestic and foreign tax and regulatory returns to assist with worldwide tax compliance.