High Net Worth Families Advanced Wealth Structuring & Legacy Planning

As wealth grows, so does complexity.

UHNW families often navigate:

• Multi-layered corporate structures and holding companies
• Significant retained earnings and investment portfolios
• Real estate holdings across multiple jurisdictions
• Exposure to capital gains and taxation at death
• The need for intergenerational wealth transfer planning

Without a coordinated strategy, wealth can be exposed to:

• Double taxation (corporate and personal layers)
• Inefficient liquidation of assets
• Probate delays and administrative complexities
• Lack of clarity in succession and control

These challenges require more than basic planning—they require a structured, strategic approach aligned with long-term family objectives.

This session is designed exclusively for:

• Ultra High Net Worth families
• Business owners with complex corporate structures
• Individuals with $2M+ in investable assets
• Families focused on intergenerational wealth transfer
• Professionals advising affluent clients (by invitation)

This session will provide a structured overview of advanced planning considerations, including:

Understand how to design an estate framework that aligns with both control and tax efficiency.

Explore strategies to coordinate wealth held within corporations and personal portfolios.

Gain insights into how taxation applies across different asset classes—and how it can be strategically managed.

Understand how to ensure sufficient liquidity to meet tax obligations without forcing asset liquidation.

Learn how to transition wealth to the next generation while maintaining structure, clarity, and intent.

Explore how insurance can be utilized as a tax-efficient tool to enhance estate value and offset liabilities.

🕥 Meet & Greet : Kindly arrive by 10:30 AM ( Snacks with Chai / Coffee / Appetizer)

⏰ Time: 11 AM - 2:00 PM ( Seminar + Lunch Session )

🎟 Free Registration: Couples only session - Limited Seating by Invite only.

Join us for an educational session focused on practical strategies by Certified Financial Planner (CFP), Estate Lawyer & Chartered Professional Accountant (CPA).

Learn how to protect your assets, reduce tax exposure, and create a clear plan for long-term financial security and many more.

Please Fill up the form.

👉 *Reserve your seat here:* https://forms.gle/yAqyApY2Fuczz81i7

This seminar is strictly educational in nature and conducted by certified professionals. Exclusive by invite only & Limited seating available.

Organizer Contact : Nikhil Jadav - 705-991-1124

This seminar is strictly educational in nature and conducted by certified professionals.
Exclusively for couples. Limited seating available.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Jadav Wealth Advisory