Helping families and business owners plan for continuity, transitions, and long-term outcomes.
Fairwinds supports you in navigating tax and estate considerations as part of broader succession and legacy planning. We can assist with tax-focused estate planning in collaboration with legal and wealth advisors.
Our Tax and Estate Planning Services are ideal for:
- Business owners planning for succession
- Families with intergenerational wealth considerations
- Individuals with cross-border or complex estates
Services may include:
- Estate and succession tax planning
- Capital gains and rollover analysis
- Trust and ownership structure considerations
- Coordination with wills and estate plans
- Cross-border estate tax considerations
Why work with us?
- Clear understanding of tax implications
- Better-informed succession decisions
- Reduced risk of unintended tax consequences
- Alignment between tax and estate plans
- Coordinated professional advice
Frequently Asked Questions
No. We work alongside lawyers who provide legal drafting of wills.
No. Early planning often provides more flexibility.
We provide tax planning support and annual compliance related to trusts.
Yes. Tax and estate planning often overlaps with exit planning.
We recommend revisiting tax and estate planning as circumstances change.
No. We focus on tax and planning considerations.
Related services
Ready to get started? Here’s what we’ll need from you:
- Current corporate and personal information
- Estate planning documents (if available)
- Family and succession objectives
- Willingness to involve other advisors