The transfer of wealth may seem like a straightforward process. However, the absence of an effective succession plan can burden both current business owners and next generation with unfunded tax liabilities and an unclear plan for the future operation of a business. Considering your wealth and business transfer, future governance and funding plans early is crucial for minimizing taxes, preserving wealth and securing the financial future of your enterprise. When considered properly you maximize the chances that your wealth, goals and legacy will stay intact for the next generation(s). The underlying question is: "where do I start?"
About the Speaker
Francesco Gucciardo is Practice Group Leader of the Aird & Berlis Tax Group and a member of the Mergers & Acquisitions/Private Equity Group. His practice focuses on corporate transactions for both public and private companies in the domestic and international sphere. Francesco has extensive experience in areas of corporate mergers, acquisitions, reorganizations and divestitures, divisive reorganizations, structured finance, income funds, REITs, structuring Canadian inbound investment, private equity investment, structuring executive compensation plans, partnership agreements and joint ventures. He frequently advises international clients on doing business in Canada.