Our estate planning services are designed to protect your wealth and guide a smooth Estate Transfer for the next generation. We integrate estate planning into your broader financial strategy so each decision reflects both current priorities and long-term family outcomes.
Estate planning for high-net-worth individuals
High-net-worth estate planning requires precision. Capital gains exposure, liquidity planning, beneficiary structures, and trust design must be evaluated together.
Our approach is built on accountant-level technical rigour inside the practice. Domenic Ursini and Vicki Li both have accounting backgrounds and bring deep experience in tax, estate, and intricate planning. This allows us to pressure-test strategies internally before recommendations are made. That planning process is also supported by the next generation of the practice. Nicholas Sacco and Jon Knezevici both contribute to the coordination and follow-through
that complex estate planning requires, helping clients and families move through intricate decisions with greater clarity and continuity. This leads to tighter integration, more efficient planning, and greater confidence in execution.
Each estate transfer is evaluated in light of both tax implications and family priorities. Planning includes succession timing, charitable considerations, and asset protection, ensuring long-term preservation and structured distribution.
Estate planning for business owners
Estate planning for business owners requires alignment between corporate structure and personal legacy. Shareholder agreements, corporate valuations, tax strategy, and family succession are integrated into one synchronized plan.
This reflects the true integration of investments, tax, estate, and succession, where business assets, retirement timing, and estate outcomes are coordinated together.
Estate planning for business owners includes liquidity planning to support a smooth Estate Transfer without disrupting business continuity. Insurance, trusts, and corporate structuring are aligned with long-term wealth and succession goals.
Estate simplicity through coordination
Estate planning is structured so each document, designation, and strategy works together. Wills, trusts, insurance policies, and beneficiary arrangements are reviewed within the context of your full financial picture.
With accountant-level technical rigour inside the practice, each component is evaluated for how it supports the overall plan, reducing complexity and improving clarity. Relationship-first accountability ensures estate planning
evolves as life evolves. Marriages, grandchildren, business growth, and philanthropic goals are incorporated into the plan through structured reviews and ongoing coordination.
