Oct '24 • Legal
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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Holdco & Family Trust
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