Vincent Valeri has associates across Canada and globally that he works with who can assist you with family, business and ownership planning. My associates use a facilitated and measured process made possible by the highest levels of skill and professionalism. I have also developed a large network of contacts who have experience working with entrepreneurs and families of wealth.
Depending on your needs and the nature of the engagement, I can work with your existing advisors or introduce you to experts from other fields.
Navigate the legal complexities of estate planning and ensure your family’s legacy is protected.
Streamline financial reporting and tax compliance to support seamless wealth transfer.
Optimize your family’s tax strategy to preserve more of your wealth across generations.
Provide tailored financial solutions to grow and protect your family’s assets.
Develop a comprehensive roadmap for sustaining your family’s wealth over the long term.
Safeguard your family’s wealth against risks with customized insurance strategies.
Align your family’s values with impactful giving to create a lasting philanthropic legacy.
Empower family members to thrive in their roles and contribute meaningfully to the legacy.
