You’ve spent a lifetime building your wealth. Now comes the question every high-net-worth family must ask: how do you ensure that wealth continues to serve and support the next generation?
At Thiessen & Associates Private Wealth Management, we approach wealth transfer with care, clarity, and compassion. For clients across Red Deer, Calgary, Edmonton, and Central Alberta, we create wealth transfer strategies that reflect your values, reduce tax burdens, and prepare your family for the responsibility that comes with inherited wealth.
Wealth transfer with purpose
Intergenerational wealth transfer is a chance to share your story. Whether that’s through helping your children purchase their first home, funding education for your grandchildren, or keeping the family cabin in trusted hands, we help shape plans that are as personal as they are practical.
Our team brings experience in high-net-worth financial planning, aligning your estate, tax, and investment strategies to ensure your wishes are carried out without unnecessary friction.
Tools we use in wealth transfer
- Estate planning: Ensure that wills, trusts, and asset transfers reflect your goals and reduce tax exposure.
- Gifting strategies: Structure gifts during your lifetime to support your family while optimizing tax outcomes.
- Trusts: Use trusts to protect assets, support minor beneficiaries, or ensure income for specific family members.
- Insurance: Help cover tax liabilities and preserve your estate’s value.
- Business succession: Transition privately held companies with care, whether passing them to children, employees, or third parties.
A legacy with longevity
You’ve worked hard to build your wealth—and just as hard to raise a family that shares your values. Our job is to help align both. The right plan ensures that your legacy lasts, not just financially, but in spirit.
At Thiessen & Associates, our selective and deeply personal approach means you get a wealth transfer strategy tailored entirely to your goals. No assumptions. No shortcuts. Just clear, caring guidance from a trusted partner.
