Legacy &
Succession Planning

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Legacy & Succession Planning in Vancouver, BC

We know that you are building more than just wealth, you are building the opportunities for the transfer of what you work so hard to build. We take care of families and business teams, working with strategies that mitigate risk, maximize return.

Before you name a successor, be sure to discuss the responsibilities associated to this role. Too often parents make these decisions before speaking to their child. If your child or family member does not agree to take on this role, you may want to consider one of your employees.

Our accounting firm offers multiple Legacy & Succession Planning services. With careful planning throughout your personal and professional life, you can make strategic decisions for the most effective long-term impact. We offer practical and professional advice in the myriad of decisions that you need to make. We will work with you, and when needed with your other professional advisors to achieve your goals.

  • Family Trusts
  • Partnership Structuring
  • Up to Date Tax Rules & Regulations

    Contact us today if you need Succession Planning in Vancouver.

    By phone: 604.669.8696
    By fax: 604.669.1477
    By email: info@genesacpa.com

    Genesa Chartered Professional Accountants Corp.

    745 Thurlow Street
    #460 Vancouver, BC
    V6E 0C5

    Phone (604) 669-8696

    Email info@genesacpa.com

    Fax (604) 669-1477

    Contact us today to get started.

    Whether your needs are for advice on tax planning, business planning, corporate finance strategy, or other complex business and financial matters, the Genesa team will help you achieve your goals.

    Get Started