The leading insurance advisory group with expertise in tax and estate planning
Our team of experienced professionals will thoroughly review your needs and goals to develop a holistic strategy while also understanding the importance of family dynamics and relationships.
EXPERTISE
GENERATIONAL WEALTH AND
LEGACY PLANNING
Insurance is a low-risk investment with unique tax benefits that allows more of your wealth to be transferred to future generations. It is one of the essential tools used by families and businesses to protect their accumulated wealth and assets.
LIQUIDITY
Many successful families and businesses have accumulated capital that is deployed in businesses and other assets. Often, there is significant friction when creating liquidity from this deployed capital.
A lack of sufficient liquidity often results in selling off these assets rather than passing them on to future generations. Our strategies provide cash when it is needed the most: including funding estates taxes and shareholder agreements.
TAX & ESTATE PLANNING
We work with accountants, lawyers and wealth advisors when implementing estate freezes, post-mortem tax planning and sales of businesses. Insurance provides additional tax efficiencies to enhance your planning.
"Sterling Park Financial Group can make a real impact to tax & estate plans, I wish it was called something other than insurance."
TRANSPARENCY & TRUST
Our process was built to provide absolute clarity
Insurance can be a complex product to understand and requires transparency and trust.
Our process was built to provide absolute clarity to our clients and their advisors. We want all stakeholders to understand what is being implemented and why.
We will always put our clients’ interests before our own.
OUR FOCUS / YOUR LEGACY
KEY PILLARS:
YOUR FAMILY
Sometimes it is about more than just the ‘numbers’. We help establish a multi-generational legacy plan anchored by your family values that can maintain flexibility to change as your life and family do.
YOUR BUSINESS
We aim to ensure that our planning aligns with the present and future goals of your business. This may include how to successfully transition your business to the next generation while protecting its assets & capital.
YOUR WEALTH
You have worked hard to accumulate your wealth and you want to protect it. Our focus is to provide strategies to minimize tax burdens and transfer more of your wealth to the people and charities you choose.