Provided by Chad Makuch
Chad Makuch has a depth of experience representing ultra-high-net-worth families, their family offices and their foundations that is unmatched within his peer group. He is lead or co-lead estate planning counsel for several multibillion dollar families, which is demonstrative of the sophistication of the planning he engages in on a daily basis. He understands that collaborating with other advisors across multiple disciplines is necessary to implement comprehensive solutions to meet his clients’ goals.
Chad Makuch is an estate planning and tax lawyer who focuses on counseling wealthy families, family offices, institutional trustees, other fiduciaries and private foundations.
Driven to efficiently achieve his clients' goals, he helps families transfer assets and business interests to children, grandchildren and charities while minimizing or eliminating transfer taxes; counsels fiduciaries in connection with their responsibilities under complex trusts and applicable laws; and guides private foundations through the tax laws and regulations that govern them.
High Net Worth
Chad Makuch is an adviser to an array of high net worth clients on all aspects of their wealth management, including tax and estate planning, trust and estate administration, and fiduciary matters. One interviewee says Makuch "is reliable, responsive and knowledgeable in his area of expertise," while another states: "He is incredibly bright, very responsive and very hard-working," before continuing: "He is very good with clients and has a very good demeanour with them that is both professional and approachable."