Private Family and High Net-Worth Consulting

Your Partner in Building a Lasting Legacy

Two men at a casual meeting at a cafe

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. 

Mother and daughter gardening

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


416-502-2201 x.1115

Max Ermakov


416-502-2201 x.3400

Shanon Hawkshaw


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

Our specialized service offering caters to a wide range of clients with varying operational needs. We help them manage the following:

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      

What clients are saying about A+M

Adams + Miles helped us prepare our company for sale by structuring it in the proper way to minimize tax liabilities. It was important that we worked with them at the beginning of the process, not while the sale was happening. We tried to be proactive, and they were instrumental that way. I couldn’t have done it without them.
Patrick Portelli
Retired entrepreneur and long-time A+M client
The partners are always available, responsive and take the time for regular check-ins. They talk to us before our annual audit to see if there is anything new happening at our organization or changes they should know about. When we amalgamated with a partner organization in 2021, we could not have done it without them.
Karen Reid
Director of Operations, Ontario Library Service
After our recent AGM I wanted to say that Adams + Miles’ presentation was by far the best financial presentation that I’ve seen. I’ve been in the industry for over 10 years, and also a board member at my condo, so therefore I’ve seen many presentations. Yours this year was excellent, detailed, easy to follow and easy to understand.
Diana Ionescu
Condominium Manager, Crossbridge Condominium Services