Tax planning, trusts, and estates, built in step with the accounting rather than bolted on after it. Equitus Law is the next practice of the Family Enterprise Office: structuring ownership, planning for tax, and protecting what a family spends a lifetime building.
Talk to us about Equitus Law →Launching soon. We are taking early conversations now.
Because Equitus Law sits beside the accounting practice, the plan and the paperwork are built by teams that already share your file. Nothing has to be explained twice.
Integrated personal and corporate tax strategy: holding company structures, reorganizations, and estate freezes designed with your accountants, not in isolation from them.
Family trusts, wills, and powers of attorney, drafted to hold up over time. We plan for the people and the assets together, so the documents still make sense years from now.
Moving ownership to the next generation, or to a buyer, without a surprise tax bill. We map the transition early, while there is still room to structure it well.
Incorporations, shareholder agreements, reorganizations, and support through a purchase or sale, aligned with the advisory and assurance work already underway.
Before anything gets drafted, we agree on how ownership, tax, and succession should actually fit together.
Law and accounting work from the same file, so the legal plan and the tax numbers never drift apart.
Trusts and estate documents are drafted to survive scrutiny long after they are signed, not just to close a file.
As the business grows and the family changes, the structure is revisited, not left to age in a drawer.
Equitus Law is designed to work alongside Equitus Partners LLP, so entrepreneurs and their families get legal and financial advice that already agrees with itself.
The legal plan is built with the same team that already knows your numbers, in Edmonton and Leduc.
Tax, trusts, and succession for entrepreneurs and the businesses they intend to pass on or sell well.
Equitus Law follows Equitus Partners LLP as the Family Enterprise Office grows toward five practices.
The best structures are the ones planned with time to spare. Tell us where your business is headed and we will help you get ahead of it.
Talk to us about Equitus Law →