Leading with confidence

We help bring clarity, insight and structure to your corporate wealth and investment strategy. We understand the unique tax, financial and strategic considerations involved in managing a holding company.

Expertly navigating change

Managing a holding company requires more than simply accumulating investments.

It requires careful consideration of tax planning, corporate structures and shareholder objectives. Whether you’re transferring excess cash from an operating company, building an investment portfolio, planning for retirement or preparing for the eventual sale or succession of your business, we’ll help with advice to guide you through the process.

Managing wealth, maximizing opportunity

Holding companies can play an important role in a business owner’s overall wealth and succession strategy. From investing surplus corporate funds to facilitating intercorporate transactions and supporting estate planning, the right structure can provide flexibility and opportunities for long-term wealth accumulation.

We work with a wide range of holding company situations:

• Holding companies that own shares of an operating business

• Companies holding investment portfolios and other financial assets

• Corporate structures involving multiple operating and holding companies

• Family-owned holding companies and intergenerational wealth structures

• Holding companies used for business succession and estate planning

Our expertise

• Holding company and operating company structuring

• Investment income and capital gains planning

• Inter-corporate dividend planning

• Capital dividend account (CDA) planning

• Shareholder remuneration and corporate distributions

• Corporate reorganizations and estate freezes

• Estate and succession planning

• Share transactions, corporate rollovers and corporate restructurings

• Business sale and acquisition planning

• Financial reporting and accounting support

• Business valuations