Private Wealth Law

BLG advises High Net Worth individuals and families on wealth management and estate planning, recognized for technical expertise and discretion. We address complex legal and financial issues including tax planning, trusts, wealth preservation, and charitable structures, collaborating with family offices to deliver tailored solutions.

Key Types of Work:

• • Estate Planning and Family Office Advisory: Crafting tailored estate plans to address complex assets or family situations
  • Tax Planning: Providing sophisticated tax planning and advisory services, investment ownership structuring advice, leveraged insurance solutions, and guidance on immigration and emigration tax implications
  • Dispute Resolution: Expertly managing disputes related to estates and trusts, including capacity, governance, ownership, succession and tax disputes
  • Administration: Advising executors, trustees, and organizations on multi-jurisdictional estate and trust administration, ensuring compliance and efficiency

Areas of Recent Growth:

• • International Planning: Cross-border tax planning, estate planning and trust management
  • Philanthropic Advisory: Legacy-focused charitable structures
  • Capacity Disputes: A rise in cases related to mental capacity and elder (and elder abuse) law
  • Digital Assets: Cryptocurrency and digital asset protection
  • Privacy: Confidentiality-focused structures
  • Tax Disputes: CRA's Global High Wealth Audit Program representation (a recent audit initiative targeting HNW Canadian taxpayers)