Private Family and High Net-Worth Consulting
Your Partner in Building a Lasting Legacy
Wealth-building advice you can trust
Family businesses are the driving force behind Canada’s economy. They’re also unique among corporate entities, requiring decision-making that drives the growth of the organization, but also carefully balances the business and family relationships that set the stage for long-term success. Private family businesses need strategic accounting advice that addresses the full scope of their financial needs.
For nearly 100 years, the Adams + Miles team has worked closely with family-owned businesses, helping them reach their growth objectives. Think of our team as an extension of yours—providing the insights, expertise and experience to help your family maximize and manage its wealth, while implementing a comprehensive plan to transfer it to the next generation.
Your partner in the family business journey
Our team is dedicated to helping you optimize business operations—from advising on financing options and cash flow efficiencies to estate and tax planning—while developing long-term, tax-effective business succession or acquisition strategies.
We provide our private family and high net-worth clients with a responsive, turnkey service experience. You can expect direct access to our partners and our wide-ranging professional services network, ensuring a synergistic approach to managing your personal and business finances. Our personalized services are designed to empower your family to manage and grow its wealth, living life to the fullest.
Our private family and high net-worth consulting services include:
- Strategic business consulting
- Corporate structuring and reorganizations
- Business valuation and financing
- Purchase-and-sale agreements
- High net-worth family tax planning
- Estate and succession planning
- Trusts
- Philanthropic strategy
- Canadian corporate and personal tax (see Domestic tax link below)
- Cross-border and international tax planning
(see International tax and growth link below)
Meet your Private Family and High Net-Worth team
Tony Sokic
Managing Partner
416-502-2201 x.1130
John P. Seychuk
Partner
416-502-2201 x.1115
Max Ermakov
Partner
416-502-2201 x.3400
Shanon Hawkshaw
Partner
416-502-2201 x.2568
Contact a member of our team now to discuss your needs
Read our latest perspectives
Read our take on everything from new tax legislation and economic developments to strategic business insights and industry-specific accounting best practices.
Explore our complete service offering
Audits, risk management, corporate structuring, advisory, financial statements and reporting
Canadian income and U.S. corporate tax, indirect tax, dispute resolution, strategic advisory, cross-border compliance and corporate structuring
Cross-border and international legal compliance, U.S. corporate tax, U.S. and international tax law, Cross-border corporate structuring
Financial statement preparation and reporting, audit and accounting, reciprocal agreement and corporate fund advisory, operating and reserve fund opinions
Financial statement audit and review, internal control process review, preparation and review of T3010, T2 and T1044 returns, GST/HST compliance and optimization
Business valuation, M&A advisory, governance consulting, business growth and transformation, operational optimization
