You've Achieved Success. Now It's Time to Make a Difference
As a high-net-worth entrepreneur or family, you've built an incredible legacy. Now, you're looking beyond your own lifetime, seeking to create a lasting impact on your family, community, and the world. The Infinite Plan is designed to help you achieve this vision.
The Infinite Plan is your legacy blueprint
We'll work closely with you to protect and grow your wealth, ensuring it supports your loved ones for generations to come, while also making a meaningful difference in the causes you care about.
What We'll Do Together
A Legacy of Prosperity: We'll create a comprehensive estate plan that minimizes taxes, protects your assets, and ensures your wealth is transferred to your heirs smoothly and efficiently.
A Philanthropic Vision: We'll help you articulate your philanthropic goals and develop a strategy for charitable giving that aligns with your values and creates a lasting impact on the causes you care about.
A Financially Empowered Family: We'll provide resources and education to your children and grandchildren, empowering them to manage their inheritance wisely and continue your legacy of generosity and responsibility.
A Secure Financial Future: We'll develop sophisticated investment strategies to protect and grow your wealth over generations, ensuring your family's financial security for years to come.
Peace of Mind: Knowing your financial legacy is secure allows you to focus on what truly matters - enjoying your life and making a difference in the world.
The ProsperWise Difference
Legacy Expertise: Our advisors specialize in complex estate planning, wealth transfer, and philanthropic strategies.
Multi-Generational Focus: We understand the unique dynamics of family wealth and provide guidance to ensure your legacy endures for generations.
Collaborative Approach: We work closely with your family, legal advisors, and tax professionals to create a comprehensive and personalized plan.
Unwavering Commitment: We are dedicated to helping you achieve your philanthropic goals and leave a lasting impact on the world.
How it Works
1
Visionary Dialogue
We'll start by understanding your vision for your legacy, your family's values, and your philanthropic aspirations.
2
Legacy Blueprint
We'll create a customized plan that outlines your estate planning goals, charitable giving strategies, and investment objectives.
3
Implementation and Stewardship
We'll guide you through implementing your plan and provide ongoing stewardship to ensure your legacy thrives for generations to come.
4
Regular Legacy Reviews
We'll schedule regular reviews to adapt your plan as your needs and circumstances evolve.
What are the fees?
Pricing:
One-time fee: $7500 CAD
Semi-Annual review: $500 (reduced based on investments under management)