Overview
Please note: All times listed are in U.S. and Canadian Central time.
Join us for an engaging discussion on a topic that all ultra-high net worth families must address: tax and estate planning. This discussion will cover Canadian tax strategies in the context of business and financial capital, family capital, and social capital, with the outcome of providing best practices. This briefing will focus on family considerations and perspectives, and how that influences the planning process as well as legal structures. It will also cover the current approach to tax freezes, enhancing their knowledge on the subject.
At the end of this event, attendees will be able to:
- Name various tax strategies in relation to financial/family/social capital
- Understand the tax and estate planning process in relation to family considerations
Attendance is included with membership, but advance registration is required.
Location
Virtual EventRegistration
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- Agenda
- Speakers
Thursday, July 21, 2022 |
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| All times listed are in U.S. and Canadian Central time. | |
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10:00 am |
Strategic Tax and Estate Planning in Canada: Aligning with the Family Vision and Purpose |
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11:30 am |
Meeting Adjourns |
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Moderator
Ed Giacomelli
Canadian Market Expert, FOX
In his role, Ed works with various Councils, where members can share experiences, ideas and best practices with peers in a confidential environment. Ed also serves as a relationship manager for Canadian members, helping to understand their unique needs and provide them with access to objective guidance and FOX resources.
Serving families and operating companies as a trusted advisor for over 25 years in the areas of strategy, family office, capital markets, governance and succession, Ed brings significant experience to FOX and its Canadian members. Most recently, Ed was CEO of Pelmorex Investments Inc. ("PII"), the Morrissette family enterprise, where he continues in his role as an advisor to, and director of, PII and its core operating company. Prior to PII, he had a successful career as a senior investment banker advising Canadian and international clients on strategic matters.
Ed has also held the positions of senior partner and Managing Director of Crosbie & Company; Head of the Toronto office of Rothschild & Co, the family-controlled Global Advisory firm; and Managing Director of CIBC World Markets. Ed has also participated in many conferences and appeared in the media discussing such topics as succession, capital markets and other financial matters. Ed is active in the Toronto community as a member of the President’s Council of St. Michael’s Hospital Foundation since its inception in 2008, and as a past director of Prostate Cancer Canada until its merger with Canadian Cancer Society. Ed earned an HBA and MBA from the Ivey Business School, Western University.
Presenters
Jeff Noble, CMC, FEA
Director, Business and Wealth Transition, Private Client Services, BDO
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next.
As the fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support. For over two decades, Jeff continues to grow and apply his knowledge and experience to help private company owners and their families adapt a truly holistic approach to planning for the future. He has become renowned for his expertise in business strategy, value enhancement, successor development, management & leadership transition and governance.
In 2003, he earned the Certified Management Consultant designation, globally-recognized as the highest standard of consulting and adherence to a code of professional conduct. More recently, Jeff earned the designation of FAMILY ENTERPRISE ADVISOR. The FEA Designation represents the pinnacle of professional expertise in the field of family enterprise advising.
Andrea Milo
Partner, Canadian Private Enterprise Tax and Family Office, KPMG
Andrea is a Partner in KPMG’s GTA Enterprise tax and family office practices. With more than 20 years of experience as a tax professional, Andrea’s current practice specializes in providing tax advisory and compliance services to Canadian-owned private companies across industry sectors. Andrea also advises high net worth families and business owners by developing tax planning strategies that enhance personal and family wealth including minimizing taxation on the transfer of wealth from one generation to the next, succession and estate planning.
Andrea’s tax experience includes working with domestic and multinational organizations (public and private) supporting them in varying capacities including Canadian corporate tax accounting, tax planning and advisory, corporate tax compliance, M&A transactions, tax controversy, Canadian/U.S. domestic and cross-border personal income tax compliance and advisory, and trust & estate planning.
Throughout her career, Andrea has served clients across industries including retail, technology, manufacturing, transportation, tourism, media and publishing, financial services, pension funds, oil & gas, energy, and mining.