Questions that you may ask yourself

Are you wanting to understand more about the power of multi-generational wealth – what it can achieve and pitfalls that can follow if proper planning is not implemented for the next generation?

Ask yourself these questions…

  • Should I have assets in joint names with my children?
  • How do I keep our family money nest-egg in our family, and not in my children’s potential ex-spouses’ hands?
  • How do I protect my family members from potential abuses?
  • How do I manage or maintain control of my family nest egg if I am in unable to due to capacity or illness?
  • Should I establish a private foundation or a family trust and how they work?
  • Are there other appropriate strategies than the ones I’m currently using?
  • How much is enough?

Calvin Hoy can help you explore the answers to these and other critical questions…

Your family is important

Planning and managing personal wealth is as important to you as a family, as it is to the CEO of a corporation.

Calvin provides sound wealth management advice and planning for your secure future and generations to come.

Calvin provides these value-added services:

Family Trusts
Business and Estate Succession
Family Dynamic Solutions
Charitable Gifting Strategies
Insurance Solutions
Family Emergency Services

Questions that you may ask yourself
Want to know more about the power of multi-generational wealth – what it can achieve and pitfalls that can follow if proper planning is not implemented for the next generation. Ask yourself these questions...