Succession Planning
We have helped many Canadian and global families successfully transition their business, investment, and personal assets to successive generations. Our expertise extends beyond our leading tax, trust and legal structuring services. We can ensure that our clients benefit from governance frameworks that withstand the test of time, accommodating complex family situations and multijurisdictional assets, and issues. We can also assist in implementing structures to incorporate employee or key employee ownership into the family holdings.
Legacy planning can unite a family and give it a higher purpose. Our tax and charities lawyers design tax-efficient gifting arrangements and implement perpetual family-controlled charitable and purpose driven foundations to achieve the family’s long term philanthropic objectives. We also provide practical and strategic advice on leadership and governance, donor advised funds, grant making, impact investing, charitable partnerships and charitable administration.
Family & Philanthropy
The world is becoming increasingly complex. Reporting and disclosure obligations often conflict with privacy rights. These issues arise regularly in investment and transactional matters and increasingly in connection with tax, estate and succession planning. Together with members of our internationally recognized Privacy Group, we assist our clients in identifying and navigating these rules to ensure compliance while protecting confidentiality.
Privacy
BLG can assist with the tax-efficient- wealth transfers in a variety of scenarios.
The world is becoming increasingly complex. Reporting and disclosure obligations often conflict with privacy rights. These issues arise regularly in investment and transactional matters and increasingly in connection with tax, estate and succession planning. Together with members of our internationally recognized Privacy Group, we assist our clients in identifying and navigating these rules to ensure compliance while protecting confidentiality.
Privacy
Legacy planning can unite a family and give it a higher purpose. Our tax and charities lawyers design tax-efficient gifting arrangements and implement perpetual family-controlled charitable and purpose driven foundations to achieve the family’s long term philanthropic objectives. We also provide practical and strategic advice on leadership and governance, donor advised funds, grant making, impact investing, charitable partnerships and charitable administration.
Family & Philanthropy
We have helped many Canadian and global families successfully transition their business, investment, and personal assets to successive generations. Our expertise extends beyond our leading tax, trust and legal structuring services. We can ensure that our clients benefit from governance frameworks that withstand the test of time, accommodating complex family situations and multijurisdictional assets, and issues. We can also assist in implementing structures to incorporate employee or key employee ownership into the family holdings.
Succession Planning
The world is becoming increasingly complex. Reporting and disclosure obligations often conflict with privacy rights. These issues arise regularly in investment and transactional matters and increasingly in connection with tax, estate and succession planning. Together with members of our internationally recognized Privacy Group, we assist our clients in identifying and navigating these rules to ensure compliance while protecting confidentiality.
Domestic and International
Trust Planning