Estate And Succession Planning
A Legacy Designed, A Future Secured
At Gallant & Toole Inc., we believe that true wealth extends far beyond balance sheets—it is a legacy built on values, vision, and responsibility. Our Estate and Succession Planning service is crafted to support clients who understand that managing wealth is not just about protecting assets, but about ensuring continuity, clarity, and control for generations to come.
Estate and succession planning is one of the most delicate and vital pillars of wealth stewardship. It goes to the heart of family harmony, business continuity, philanthropic aspirations, and personal legacy. In an increasingly global world, families are navigating more complex legal frameworks, evolving tax regulations, and diverse personal circumstances. These complexities demand more than routine estate documents—they require an integrated, cross-border strategy that considers the unique personal, familial, and financial dynamics of each client.
Gallant & Toole offers a deeply personalized and discreet advisory experience, guiding high-net-worth individuals, family offices, and multigenerational families through the thoughtful design and implementation of their legacy.
Gallant & Toole | Estate and Succession Planning
Protecting family legacies through tailored estate structuring, cross-border succession, and generational wealth strategies.
We do not take a transactional approach. Instead, we serve as long-term partners—legal strategists, fiduciary advisors, and family governance architects—dedicated to helping clients preserve their intent and protect what matters most.
Our approach to estate and succession planning begins with understanding the full landscape of a client’s holdings and objectives. This includes private businesses, real estate, trusts, art collections, digital assets, global investments, and philanthropic interests. But just as importantly, we focus on understanding the people and principles that define the legacy you wish to build. From there, we craft structures and solutions that are legally sound, tax efficient, and tailored to each family’s generational vision.
Many of our clients live international lives. They may hold citizenship in one country, invest in another, and reside in a third. They may have children studying abroad, properties in multiple jurisdictions, or heirs with differing nationalities and tax residencies. At Gallant & Toole, we bring the cross-border fluency required to navigate these complexities, seamlessly integrating domestic and international frameworks to protect wealth and minimize legal uncertainty. We work closely with families to establish long-term governance structures that foster unity, transparency, and responsible stewardship. This includes the creation of trusts, foundations, and family constitutions that preserve wealth while honouring personal values. For clients with philanthropic ambitions, we offer structuring that transforms charitable goals into institutional legacies—ensuring that giving is not only impactful but enduring.
Business succession planning is another critical aspect of our service. Whether transitioning leadership within a family-owned enterprise or preparing a company for external sale or public offering, we provide strategic guidance to help ensure the business survives—and thrives—beyond its founder. We support owners in balancing control, liquidity, and inheritance, while building governance systems that empower future generations without compromising operational strength.
At Gallant & Toole, estate and succession planning is not a one-time event, but a dynamic process that evolves with life. We remain by your side through the transitions—adapting structures as laws change, heirs mature, and your vision deepens. Our team includes in-house legal professionals, cross-border tax experts, and private client advisors who collaborate to offer a seamless experience that spans continents and generations.
Discretion is paramount. Every conversation is confidential. Every structure is designed to stand the test of time—and scrutiny. And every client is treated with the care and insight that their legacy deserves.
In planning your estate and succession, you are not only organizing assets; you are shaping the future. You are ensuring that what you have built continues to serve, inspire, and protect those you love—and the world you care about. With Gallant & Toole, you gain a partner who understands that legacy is a deeply personal matter—and who is committed to helping you define it with clarity, protect it with integrity, and pass it on with purpose.
