Private Wealth Law Department

Overview

Aird & Berlis provides tax and corporate advice combined with the latest in wealth and tax planning techniques to build and preserve wealth while minimizing taxation. Our clients include high-net-worth individuals, chartered accountants, financial planners and charitable organizations.

In the context of our planning work, we employ many techniques to meet the specific needs and planning objectives of our clients and to minimize taxes. Planning strategies include traditional approaches such as estate freezes, income-splitting arrangements and innovative domestic trust structures, but may also include proprietary planning designed to meet specific needs. Our professionals often work with tax and estate advisors in other jurisdictions where there are foreign assets or foreign citizenship/residency issues.

Many years of experience enables the members of our group to combine the best in corporate tax strategies with individual planning to achieve optimal results.

Members

Atsaidis, Elisabeth

Bernstein, Jack

Blumenfeld, Rachel

Bollefer, Stuart F.

Carr, Donald

Esposto, Ed

Malach, David

McEwan, Andrea

Pernica, Marni

Pulver, Elise M.

Santia, Robert

Yach, Melanie