What's Inside the Checklist
A comprehensive checklist covering everything you need to consider for a successful wealth transfer
Why This Matters Now
Over $1 trillion will change hands in Canada over the next two decades. Without proper planning, 30-50% of estate value can be lost to taxes. Our checklist helps you identify gaps in your current plan and take action before it's too late.
Our Expertise in Succession Planning
The Walch Team has been helping Canadian business owners and families navigate complex wealth transfers for over 25 years
Family Legacy Protection
We help families preserve wealth across generations through strategic planning and governance frameworks
Business Succession
Expert guidance on transitioning business ownership while minimizing tax and maintaining operational continuity
Tax-Efficient Strategies
Proven methods to reduce estate taxes and maximize the wealth passed to your beneficiaries