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Sterling Park Financial Group, experts in tax & estate planning. Ensuring a lasting legacy for your family.
Sterling Park Financial Group

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 sale of businesses.  Insurance provides additional tax efficiencies to enhance your planning.

Expertise in generational wealth and legacy planning. Provides liquidity when it is needed most.
Our focus is your legacy. Our key pillars ensure your family, your business and your wealth are strategically aligned.
Transparency & trust in insurance provides clients with absolute clarity every step of the way.

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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.

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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.

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