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An estate freeze is a wealth management strategy used to protect and preserve the value of a business or estate. It involves transferring ownership of assets to a new generation of owners, while freezing the value of the assets for the original owners. This allows the original owners to benefit from future growth of the assets, while avoiding the tax implications of transferring the assets outright.
The estate freeze market is a growing segment of the wealth management industry. It is used by individuals, families, and businesses to protect their assets and ensure their wealth is passed on to future generations. Estate freezes can also be used to reduce the tax burden of transferring assets, as well as to protect assets from creditors.
Some companies in the estate freeze market include BMO Private Wealth, CIBC Private Wealth Management, and RBC Wealth Management. Show Less Read more
