The Legacy FORMula

Your wealth. Your lifestyle. Your legacy.

Andersen Midgley Wealth Counsel aims to be our client’s personal CFO. Our team of specialists does family wealth planning for a select group of successful professionals and business owners. We work collaboratively to put all the pieces of the financial picture together, helping clients achieve their wealth, lifestyle, and legacy goals.

Our practice has developed a process called “The Legacy FORMula”, which categorizes important lifecycle stages into main categories. We have a process to address each of these categories to guide clients through the complexities for the changes, milestones and transitions in their lives.

When needed, we can integrate with our client’s existing professional specialists (accountants, lawyers, etc.) to achieve a comprehensive wealth plan in tax, estate, philanthropy, insurance, and business succession. We also have in-house as well as external strategic partners that we may recommend.

Ultimately, we strive to partner with clients to achieve the lifestyle and milestones that they have envisioned for themselves, their families, their businesses, and community at large.

Read more about our Legacy FORMula.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

21 October 2019
Wounded unicorns are running for the clouds
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15 October 2019
Which way will the loonie fly this winter?
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October 2019
Investor strategy: Choppy
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