Our industry strategic partners act as co-pilots to enhance the full service to our clients. They are trusted associates we call upon when clients have specific needs.
Clients may express an interest to obtain advice or solutions in the arena of Family Law. Our strategic partners provide drafting and review of cohabitation and pre-nuptial agreements, separation and divorce agreements and the areas of property division, custody, guardianship, parenting, child support and spousal or partner support.
Clients often require updates or redrafting of wills, personal directives and Powers of Attorney. Our strategic partners provide these services directly to clients.
U.S. taxation can prove to be challenging for clients especially if they own property or operate private companies in the U.S. Our industry partners have extensive experience with Canada-U.S. cross border estate planning and private company matters providing a valuable resource for Morrissey Wealth Group clients.
Clients desiring philanthropic information and options for businesses and for individuals are referred to our strategic partners who specialize in these endeavours.
Interested clients contemplating the purchase or refinancing of residential or commercial property are referred to our strategic partners who specialize in those areas.