Succession Planning
Since 1982, our expertise at Granville West has been focused on providing liquidity funding for our clients, both corporate structures and individual estates.
We utilize innovative tax and structural planning strategies to develop effective funding opportunities. Recognizing that life insurance has long been recognized as the least expensive way to fund estate and corporate liquidity obligations, we work closely with our client’s professional advisors to ensure the best possible result.
As the “boom” generation moves toward retirement, planning for succession within private corporations has become increasingly important. Inherent in this planning is the significant transfer of wealth taking place at the individual level and this has resulted in the need for more complex planning solutions.