De Rubeis, Chetcuti LLP Lawyers

Wealth Protection

Wealth Protection

 
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wealth protection services

Adding to our in-house expertise in our practice areas, we have developed a solid network of advisors and practitioners in other areas of wealth management who we may engage in wealth protection services for our clients. Our emphasis is on the "Holistic" approach to the client, the family and its assets. A properly considered and implemented Estate Plan for Wealth Protection will include many legal documents which can involve not only the guidance and expertise of Canadian (and possibly U.S.) business, real estate and estate lawyers but also tax specialists, insurance specialists and financial advisors. On the following pages, we set out a synopsis of the typical opportunities for individuals, families and businesses in the world of wealth protection as well as the typical tools employed in this area of law.