Asset Protection and Tax Planning with the use of Trusts
Each trust is designed to accomplish certain goals and provide benefits. Trusts can be used for tax minimization purposes, income splitting, asset protection for current and future beneficiaries and more.
Private Credit
Private credit is held by private companies and currently accounts for a substantial portion of the private investment market.Traditionally this type of investing has only been accessible by endowment funds, pensions, and institutional investors.
Benefit Cost Analysis & Due Diligence Calculations
There are many tax and investment options to choose from. The best way to determine what is right for you is to calculate the potential future outcome. Before implementing a plan, your Harbourfront advisor will conduct an in-depth analysis to figure out the best option for you.
Computer Generated Retirement Income Audits
These calculations establish whether one can reach or sustain his or her lifestyle income requirements while establishing which assets should be depleted.
Real Property Pools
Investors have the ability to diversify traditional holdings through the pooling of commercial real estate properties.
Estate Tax Planning
Planning your investments to take advantage of future tax consequences and probate costs with the use of computer software can help pinpoint potential tax pitfalls while creating planning opportunities.
Pension Style Asset Management
Investing in private securities over the years has traditionally been restricted to institutional investors, high-net-worth individuals, and family offices due to limited availability, liquidity, and high investment minimums. By developing economies of scale, we bring institutional pension style investing to our retail clients.
Structured pools including a variety of private securities may be included in a portfolio for one or more reasons, including:
- Improved portfolio diversification
- Low correlation to public securities
- Stable income stream
- Long-term capital growth
- Downside protection
- Hedge against inflation
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