Your wealth within

A family business was in dire need of assistance. Their bank had told them they were no longer willing to support them – in fact, they were exiting the industry. Our client was taken by complete surprise and frightened they were about to lose everything. These were family assets that had passed through generations. Sure, the business was losing money however they were building significant inventory that needed to “mature”.

Any small business owner knows that bookkeeping is essential to running a successful operation. A client came to us and advised that their current bookkeeper had resigned because the workflow and responsibilities had become too much to handle. Read how we managed the bookkeeping services while supporting the client to find a new partner for this role.

Estate planning is a critical part of wealth planning. It sets out the legally binding conditions of how a person’s wealth – their legacy – will be distributed and used after they die. Learn how we work with family, beneficiaries and the executors of estates to ensure the most tax-effect outcomes.