High Net Worth Individuals

Build wealth that grows throughout your lifetime – and beyond

Whether you’re an accomplished investor, owner-operator or have a stake in a private or family-owned business, your accumulated wealth is a direct result of your hard work and dedication. However, wealth creation and preservation don’t end with you. With the proper planning, your wealth can continue to grow for many generations. By establishing the best financial and tax structures during your lifetime, you can positively impact the future financial success of your business and family.

Think of your wealth as a unique financial puzzle made up of many integrated personal and business-related pieces. These pieces include family issues, income and asset growth, investments, retirement, estate planning, and philanthropy.

We can help you organize and understand all of these pieces in order to develop effective strategies to minimize taxes, maximize cash flow, protect your assets, drive results and build value.

The Zeifmans team partners with you to:

Protect and monitor your assets over time, ensuring positive long-term results.

Develop custom tax and estate planning solutions aligned with your specific goals and objectives.

Craft exit strategies and succession planning solutions that provide a comfortable retirement for you, while ensuring a seamless transition of your business.

Manage compensation and compliance through back office support, including handling daily accounting matters and preparing reporting obligations.

Our team of professional advisors goes beyond accounting to act as your Family CFO, overseeing all your financial affairs and partnering with your lawyer, banker, insurance broker, real estate agent, and investment advisor to simplify your life.

As an owner-operated, family-run business now in its third generation, we have a unique understanding of the needs of entrepreneurs, and our knowledgeable partners are prepared to help build your wealth throughout your lifetime and beyond.

To learn more about how Zeifmans can help you create a sustainable financial future, call us today at 416.256.4000.

INSIGHTS

Do you have the right plan in place to protect your wealth? Top ten issues facing entrepreneurs

The building blocks of success(ion planning): Four ways to safeguard your business for generations to come