You’ve built something meaningful—whether it’s a thriving business, a carefully managed investment portfolio, or a life filled with family milestones. But without proper estate planning, that legacy is vulnerable. Taxes, delays, confusion, and disputes can chip away at everything you’ve worked so hard to create.
At Green Group Private Wealth Management, we help high-net-worth individuals and families in Newmarket and the surrounding area protect their wealth and ensure their intentions are clearly understood and expertly executed. Estate planning is more than a legal formality—it’s a long-term strategy to preserve and transfer your values, not just your assets.
More Than a Will: A Complete Estate Plan
A will is just one piece of the estate puzzle. It outlines who receives what—but doesn’t explain how, when, or under what conditions. Will your child receive an inheritance outright at 18? Or will it be protected and distributed thoughtfully as they grow?
A well-structured estate plan brings those details to life. It adapts to change, balances needs, and ensures your loved ones are supported without unnecessary stress. We build comprehensive strategies that combine tax planning, liquidity planning, legal coordination, and long-term oversight.
High-Net-Worth Estate Planning That Preserves Value
Estate planning becomes more complex as your wealth grows. The risks are bigger—but so are the opportunities. For high-net-worth families, smart planning can be the difference between a thriving legacy and an inheritance that has been reduced by taxes.
We help with:
- Structuring multi-generational wealth transfer
- Minimizing probate and estate tax exposure
- Creating liquidity through insurance or corporate assets
- Coordinating wills, trusts, and corporate structures
- Managing cross-border and multi-jurisdictional assets
Your plan is built to evolve with you—responding to new tax rules, changing family needs, and unexpected life events.
Estate Transfer Without the Burden
The most common reason wealth fails to transfer successfully? Lack of planning. Estate transfer should be smooth, efficient, and free of unnecessary burdens. We coordinate with your accountant and legal team to ensure every element is properly documented, aligned, and ready to move when the time comes.
This includes:
- Reducing or deferring capital gains
- Planning tax-smart distributions
- Addressing equalization between heirs
- Ensuring business or property succession plans are fully funded
We work behind the scenes to create clarity where there’s often confusion—and confidence where there’s often doubt.
Life Insurance: The Estate Tool You Didn’t Know You Needed
For many families, life insurance plays a powerful role in estate planning. It provides immediate, tax-free liquidity that can fund taxes, equalize inheritances, or simply ensure peace of mind.
We help you use life insurance to:
- Offset estate taxes on property or private business shares
- Provide for a spouse or dependent child
- Fund charitable gifts without impacting your estate
- Ensure your beneficiaries receive the full value of your estate
Unlike other assets, life insurance bypasses probate and delays. It moves directly into the hands of your beneficiaries—exactly when they need it most.
Empowering the Next Generation
Receiving a large inheritance can be a gift—or a burden. Without guidance, a sudden windfall can lead to missteps or conflict. That’s why we focus on education and structure.
Trusts, staggered distributions, and family meetings can create accountability and preserve family values. We help prepare your heirs—not just financially, but emotionally and intellectually—for the responsibility that comes with wealth.
Charitable Giving as Part of Your Legacy
A meaningful estate plan often includes more than family. Many of our clients choose to make charitable giving a core component of their estate strategy. Whether you want to support education, health care, or environmental causes, we help you structure those gifts in tax-smart, impactful ways.
Options include:
- Donor-advised funds
- Charitable remainder trusts
- Gifting appreciated securities
- Naming charities as insurance beneficiaries
We align your generosity with a strategy that protects your estate and amplifies your values.
A Living Plan That Evolves With Life
Estate plans shouldn’t sit in a drawer. They should evolve as life unfolds. Marriages, grandchildren, business changes, new properties—these all require updates. We design estate plans that are built to move with you, recalibrating as your circumstances change.
From regular reviews to proactive updates, we ensure your plan always reflects your current intentions and long-term vision.
Your Estate Deserves a Steward, Not Just a Signature
Estate planning isn’t just about documents—it’s about people. At Green Group, we treat your plan like the legacy it is. Every detail matters. Every conversation counts.
We bring structure, clarity, and care to the entire process, ensuring that what you’ve built endures—and supports the people and causes you care about.
Book a meeting with Green Group Private Wealth Management today to build an estate plan that protects your wealth, reflects your values, and prepares your family for generations to come.