Helping you to understand all of the factors in planning for your family’s future generations.
Our estate planning and trust administration capabilities have always been at the core of Yamaguchi Laurentian Securities Wealth Management offerings.
Our Expertise, heritage and proven record of fiduciary excellence and family wealth management expertise goes back to our founding as a company, making Yamaguchi Laurentian Securities one of the leading institutions in the field.
Our focus on serving families down through the generations has given us an exceptional understanding into wealth transfer and estate matters, as well as the evolving dynamics experienced by high net worth families.
At Yamaguchi Laurentian Securities, we believe that through the development of close, long lasting, personal relationships with you and your family, that we are better positioned to anticipate your requirements and those of the following generations.
Our experience has shown us that the majority of high net worth individuals and families want to pass on the bulk of their accumulated wealth to their children, grandchildren and other family members. However, there is often confusion over how best to accomplish this goal, incorporating the necessary preparation deemed necessary for the heirs to manage such a large responsibility.
You Yamaguchi Laurentian Securities Wealth Management advisor can assist you with deciding on the best trust vehicles for your purpose, with providing the necessary education support for your heirs and helping you to understand all of the factors in planning for your family’s future generations.