2025 – A year in review
As our team returns to office after a relaxing break to cap off 2025, we are taking a moment to look back on a bzzzzy and rewarding year for our team. After a turbulent few years, many of us have craved the comfort and peace of stability and quietness. There were...
Digital assets, cryptocurrency, and probate: don’t let your wealth disappear
Digital assets such as cryptocurrency and online accounts are easily lost after death without planning. Here’s what families and family businesses need to know about probate in the digital age.Â
Protecting your trust: planning for trustee incapacity before it happens
If you are creating a testamentary or discretionary trust, you want to know it will operate smoothly long after you are gone. But what happens if the trustee you appoint loses the capacity to make decisions? Without the right safeguards, the trust you designed to...
Bucket vs Banker: How the right company structure can supercharge your family wealth strategyÂ
Two strategic tools, the ‘bucket company’ and the ‘banker company’. Both strategies offer high-net-worth families a way to cap tax exposure, preserve capital, and support long-term intergenerational planning.
