You’ve spent a lifetime building and protecting your wealth. Now, the focus shifts: how do you ensure it carries forward with meaning, clarity, and purpose? At Green Group Private Wealth Management, we help families in Newmarket and beyond approach wealth transfers with the same rigour, discipline, and structure that defined their wealth-building years.
We don’t simply prepare for the transfer of assets—we prepare families. Through careful planning and thoughtful conversations, we make sure your wealth supports the people you love without creating confusion or conflict.
The Great Wealth Transfer Has Begun
Over the next two decades, Canada will witness one of the largest intergenerational wealth transfers in history. Trillions of dollars in private wealth—businesses, properties, investment portfolios—will change hands. But with this opportunity comes risk.
Without proper planning, taxes, legal missteps, or poor communication can quickly erode everything you’ve built. Our job is to make sure that doesn’t happen.
We help ensure your wealth:
- Reaches the right people, at the right time
- Is protected from unnecessary tax
- Reflects your values, goals, and wishes
- Creates clarity, not confusion
Breaking the Silence: Family Conversations That Matter
One of the most overlooked aspects of wealth transfer is communication. Many families avoid talking about money until it’s too late—leaving loved ones with unanswered questions, assumptions, or even disputes.
We help break that silence. At Green Group, we facilitate open, honest, and respectful conversations across generations. We don’t talk at your family—we listen, clarify, and align everyone around what truly matters.
We explore questions like:
- What do you want your wealth to stand for?
- What does fairness mean within your family?
- How can we empower, not burden, the next generation?
By having these conversations early and often, we strengthen family bonds and ensure your wishes are clearly understood—and fully respected.
A Plan That Grows With You
Wealth transfer isn’t a one-time decision—it’s a strategy that needs to evolve with your life. A will is a good start, but it’s not enough. We build comprehensive plans that adapt, protect, and move with you through life’s transitions.
Our intergenerational wealth transfer plans may include:
Estate Planning
Structuring assets for efficient distribution while minimizing tax liabilities and probate fees
Trusts and Gifting Strategies
Gifting during your lifetime can be both meaningful and tax-savvy, while trusts provide structure, control, and protection
Life insurance
Creating liquidity for taxes or equalization, ensuring your estate is preserved
Philanthropy
Charitable giving strategies that reflect your values while creating tax advantages
Every element is designed to work in harmony—preserving both assets and relationships.
Business Succession With Structure and Confidence
For many families, wealth is tied to a business. Transferring that business is not just about numbers—it’s about legacy. We help business owners plan for succession in a way that maintains continuity and honours what you’ve built.
Our support includes:
- Identifying successors (family, management, or external)
- Planning for ownership and leadership transitions
- Structuring the sale or transfer to minimize tax
- Coordinating legal, accounting, and operational considerations
- Ensuring business continuity throughout the transition
Whether the business stays in the family or moves into new hands, we make sure the transition is well-planned, tax-efficient, and in line with your goals.
Tax-Smart Structures That Protect What You’ve Built
Taxes are often the biggest threat to a successful wealth transfer. We work closely with your accountant and legal team to reduce tax erosion at every stage—from gifting and selling to inheritance and estate settlement.
Common strategies include:
- Using trusts to defer or control taxation
- Strategic use of capital gains exemptions
- Corporate structuring for business succession
- Life insurance to cover tax liabilities
- Intergenerational transfers that align with CRA rules
Tax planning is integrated into every step of the wealth transfer process.
A Legacy Built With Intention
The best wealth transfer strategies don’t just move money. They move purpose. At Green Group, we help you define what your legacy means—to your family, to your business, and to your community. Then we build the framework to carry that legacy forward.
Whether your goals include educating grandchildren, supporting causes you care about, or preserving a cherished family property, we’ll help you create a structure that reflects your values—and stands the test of time.
Let’s Start the Conversation
Wealth transfer is about more than the next chapter. It’s about the whole story. Let’s make sure yours is one that endures, inspires, and supports generations to come.
Book a meeting with Green Group Private Wealth Management today. We’ll help you design an intergenerational wealth transfer plan that’s grounded in clarity, built with care, and focused on what matters most.