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Our Holistic Stewardship Planning Services

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Services

Comprehensive plans to optimize and simplify your financial life through the integration of your family, wealth, business and philanthropic assets and activities.

FINANCIAL PLANNING

Tailored plans to support family harmony, value preservation and lasting legacy through the fulfillment of your wishes.

ESTATE PLANNING

Achieve tax savings through holistic planning and integration of taxable entities.

TAX-INTEGRATED PLANNING

Sustain value and opportunity for current and future generations through planned or unplanned transitions.

SUCCESSION PLANNING

Integration of Capstone Asset Management’s principled investment counsel into your asset allocation and management.

INVESTMENT / PORTFOLIO MANAGEMENT

Guidance through both the technical and emotional aspects of doing business together as a family.

FAMILY BUSINESS ADVISING

Insurance-based strategies to manage risk and support peace-of-mind for future plans and events.

RISK MANAGEMENT AND INSURANCE

Insight into behavioural and career profiles, leveraging The Birkman Method® to support effective communication, healthy partnerships and meaningful career paths.

BEHAVIOUR AND CAREER ASSESSMENTS

Position your business for success through strategic planning, advisory board planning and recruitment, and the implementation of effective governance models.

STRATEGY AND GOVERNANCE STRUCTURES

Planning for the most effective expression of your philanthropy with integration into your overall financial plan and objectives.

PLANNED GIVING AND FOUNDATIONS

Questions?

We all know things change. It is important that your plans are reviewed periodically to ensure they reflect these changes,

and continue to represent your best interests. Consider the following questions:

Have there been any changes in family dynamics for you or your children? Have there been significant changes in your business? Have your plans for retirement changed? Has your net worth changed? Has your giving focus changed? Is there any area of planning that is impacting your peace of mind?

If you answered yes to any of these questions, it may be time to update your plans. Contact us today.


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