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Canadian Real Estate Investing

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Realist Inner Circle

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Holdco & Family Trust
Hi All, my wife and I are currently exploring the idea of setting up a Holdco and Family Trust structure to optimize potential investments in Calgary. We’re considering investing some retained earnings through the Holdco to take advantage of possible tax efficiencies and growth opportunities. Our goal is long-term buy and hold, with a focus on building wealth for our family and setting up a solid estate plan for our two young kids. We’re still in the research phase but would love to hear your thoughts and learn from your experiences!
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Ron Asperin
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4points to level up
@ron-asperin-6819
Local to Calgary, Father of 2, Project Manager / Consultant, Landlord

Active 190d ago
Joined May 9, 2024
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