Helping Families Navigate Challenges

Calvin Hoy works closely with your team of advisers, as well as a group of highly specialized accountants, lawyers and private wealth money management firms that specialize in the unique needs of the more affluent in our communities.

This multi-disciplinary approach provides a cohesive and customised solution to optimize your family’s assets and scenario, to avoid the pitfalls that are inherent to multi-generational wealth.

CLIENT FAMILY

CALVIN HOY
Private Wealth Advisor,
Family CFO

This multi-disciplinary approach provides a cohesive and customised solution to optimize your family’s assets and scenario, to avoid the pitfalls that are inherent to multi-generational wealth.click to enlarge/print
Estate Planning

  • Wills & Trusts
  • Heirs
  • U.S. Estate Planning
  • Charitable Gifting
  • Life Insurance
Retirement Planning

  • Advanced Portfolio Management
  • Investment Oversight
  • Pension (s) Planning

Business Planning

  • Consulting
  • Networking
  • Facilitating
  • Individual Pension Plans
Income Protection

  • Asset protection
  • Creditor protection

T ax Planning

  • All-inclusive Family Tax structures
  • U.S. & Foreign Tax Planning
  • U.S. asset Protection
Inheritance Planning

  •  Next Generation(s) Income Structures
  • Family asset Protection (Spend thrift)
  • New family Member Protection

Life Planning

  • Lifestyle Planning
  • Blended Family Structures
  • Elder Care Planning
  • Family Education Structures