Our role as wealth planners is to guide families, business owners, and professionals through the process of transferring wealth to the next generation with clarity and care. With advanced financial modeling, seamless collaboration with accountants and lawyers, and a family office-style approach, we create wealth transfer strategies that provide confidence for today and continuity for tomorrow.
Wealth Planning With Purpose
Wealth planning begins with understanding your story—how you built your wealth, what matters most, and the legacy you want to leave behind. For families with significant assets, wealth preservation is as important as growth. Our approach ensures your estate passes efficiently, taxes are minimized, and your heirs are prepared for the responsibilities that come with inheritance. Whether you are transferring a family business, a cherished property, or an investment portfolio, we design strategies that preserve both assets and intention.
Breaking the Silence on Wealth Conversations
Talking about inheritance and estate transfer can be difficult, but it is essential. We bring families together for open, constructive discussions about wealth planning, ensuring everyone understands the purpose, responsibilities, and values behind the plan. These conversations reduce conflict, build unity, and create confidence across generations. By involving children and grandchildren, we also ensure values are transferred along with wealth, creating a true legacy.
Intergenerational Continuity
We built a younger, multi-advisor team to provide families with confidence that their wealth planning will continue across generations. This intentional structure allows us to guide families today while ensuring children and heirs have consistent support for decades to come. Wealth transfer is about continuity, stability, and the peace of mind that comes with knowing your family is prepared.
Creating a Legacy That Lasts
Wealth transfer is your opportunity to define the future of your family. At Giesbrecht & Associates, we ensure your wealth planning reflects your values, preserves your assets, and empowers your heirs.
Our wealth transfer strategies provide clarity, confidence, and continuity. With us as your wealth planner, your legacy is more than preserved—it thrives.
We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.