Slater Financial Group - Family Advisory Services

Family Advisory

When life becomes too complex and managing your wealth becomes a full-time job, our family office services may be the solution you need.

Slater Financial – Family Advisory

There comes a time where significant wealth becomes a challenge and it becomes a challenge for many reasons from a tax point of view, from a family harmony point of view, from a financial planning point of view. And we do consider all the important factors, things like business planning, business transfer planning, tax planning.

Our role is to help navigate through that when things become too burdensome and too big for you to handle. Family harmony should never be a casualty of significant wealth. What we can do is we can help educate the next generation to become stewards of that family wealth and relieve you of the burden of having those difficult conversations, instilling a vision for the family on the next generation and how you would like that wealth managed.

Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.

The Big Picture and Small Details

Wealth and its complexities require wealth management that recognizes, understands and responds to the big picture and small details. This multi-faceted approach encompasses investment management, family legacy, asset protection and philanthropic planning, among others, focused on counseling, guiding and planning.

Bring in the Navigators

Families typically seek our services when they are looking for a dedicated team of multi-disciplinary experts in a Family Office environment to help them navigate the financial complexities of life. It may be the intricacies of planning and managing their wealth, or the uncertainty of business continuity and estate planning.

Family Enterprise Advisor (FEA) - at Your Service

For over 25 years, we've drawn on our Family Enterprise Advisor (FEA) experience to guide families towards a successful transition. In our work with founders, we engage the founder and family in a two-way dialogue that adds structure, addresses surfaces issues, and designs solutions leading to concrete strategies and actions. We believe that by identifying shared values and developing a mission statement, the family comes together behind a common vision. This, in turn, results in stronger family bonds and enduring businesses.

Below is a summary of some of the benefits of our Family Office Services. For more information, we invite you to explore our Family Governance & Enterprise Aritcles by clicking here: "Blog"

Personalized Investment Management

Your: World Class Investment Manager access to help you preserve and grow your wealth across asset classes and around the globe.
Your: In-house Investment Management Research Team will perform rigorous due diligence to identify best-in-class managers from around the world.
Your: Customized Capital Market Solutions will mitigate specific investment risks in your portfolio.

Stewardship Guidance from a Multi-Disciplinary Team of Experts

Our:

CIBC Trust and Estate Services Team will help you with Estate, Trust and Powers of Attorney for Property Administration and Personal Care.
Business Continuity and Transition Planning Teams will guide you on Family and Business Succession, Transition and Continuity Planning with a focus on keeping family harmony and protecting the family legacy.
Multi-generational Family Wealth Consultancy will ensure future generations are equipped with the knowledge and resources to further the family legacy.
Strategic Philanthropy, Foundations and Legacy Advisory Advising will help you fulfill your vision and personal legacy.

Wealth Strategies to Structure, Preserve and Optimize your Wealth

Our:

Cash Flow and Retirement Planning will protect your family's purchasing power over a multi-decade retirement through a highly tax-efficient plan.
Risk Management Analysis will provide solutions to help mitigate both known and unknown risks to you and your family.
Advisory Teams will work with you to develop strategies tailored to your specific estate needs, including:
- Sophisticated Wealth Planning and Structuring
- Corporate and Personal Tax Integration and Advisory
- Estate Preservation

Dedicated Private Banking and Trust Services Team

Your own committed team will work with you to manage:

Deposit Accounts for personal or business liquidity needs that earn attractive interest rates with convenient online and mobile banking, with no-charge ATM use.
Residential Real Estate financing for primary residence or vacation properties.
A Marketable Secured Line of Credit that provides liquidity for either planned purchases or unforeseen, opportunistic events — allowing you to carry less cash on your personal balance sheet and avoid unplanned liquidations of investments.
Tailored Lending to provide you financing for your next purchase and the ability to leverage illiquid assets, such as business interests.

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