Private Wealth / Estate Planning & Administration

You’ve been building a successful career or business. Now you’re looking to ensure that your wealth enriches your family without depriving your children of the drive and motivation they need to build a life for themselves independently.

Everyone needs an estate strategy to transfer wealth appropriately and tax-effectively – we can help with both. After working by your side through the stages of starting, structuring and growing your business, we will help you draft an estate plan to direct the course of your wealth.

We manage the complexities of planning estates of any size, even the most complex ones involving trusts, estate freezes, charitable donations, foundations, and other strategies for affluent families.

I found that the people at HHS were very supportive, answering my many questions and providing multiple options for my consideration. They explained very clearly those options and it helped me to make knowledgeable decisions. I certainly felt that they were interested in me and helped to take away the intimidation usually associated with making these important decisions. I'm very satisfied with the outcome and I'd highly recommend them.
Rob Murray
Synaptive Medical Inc.