Building a legacy wealth plan: Strategic planning expert Jonah Bidner shares what you need to know

In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place in your future, but investing the time in planning ahead and working with your trusted advisor to design a wealth plan, can help you better understand the various facets of preserving and growing your hard-earned wealth for the long-term.

That’s why strategic planning expert Jonah Bidner, CPA, CA and Partner at Zeifmans has shared his insights on what you need to consider when developing a legacy wealth plan that goes beyond a budget, creating a detailed plan of how you and your family will achieve your short and long term financial goals:

Succession planning:

  • Charitable giving
  • Tax minimization
  • Wealth management
  • Trusts
  • Wills
  • Inheritance
  • Cross-border matters
  • Family governance
  • Insurance

At Zeifmans, we understand the nature of planning a legacy because we’re living one ourselves. We’re a second-generation family-run business with over 60 years of experience assisting our high-net worth clients in preserving, protecting, and growing their fortunes over the long term. We know that it all begins with a relationship. An understanding. And the fostering of trust.

Allow us to become your trusted advisors as you begin to create your own legacy wealth strategy. To speak to one of our professionals, contact us today at 416.256.4000, or send us an email at

Supplemental insights

Planning Your Legacy: A guide to preserving and growing your wealth

More than life insurance

The Zeifmans Family Business Handbook

5 reasons why your family needs a financial advisor