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Business ownership

Transitioning your business to a family member

A challenge for any business owner is knowing when and how to transition leadership. If you run a family business, the decision can be even more complex as family harmony and relationships are often at stake. If you have a strong desire to keep your

Legacy planning
Flexibility in Trusts
While federal estate, gift and GST tax exemption amounts provide a significant incentive to review existing estate planning and consider implementing new planning strategies, it’s critical to consider the need for flexibility so that trusts can
Legacy planning
Real Estate Transfer Strategies
Depending on your circumstances, gift planning with real estate can be an effective way to take advantage of your exemption amount without hurting your liquidity. Of course, there are many items to consider when transferring a piece of property to
Legacy planning
Lifetime Gifting Strategies
When planning for the transfer of your wealth, you’ll likely be faced with an array of options. Whether you are leaving a treasured asset to a loved one or a legacy of trusts that will be used for future generations, specific strategies can be
Legacy planning
Estate administration
Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease
Wealth planning
Supporting the next generation’s education
With the current high cost of education, you may wish to help fund current and future education expenses for your loved ones.
Legacy planning
Benefits for your Delaware trust
When you’re creating a trust for the benefit of yourself or your family members, choosing the state law that will govern it has many implications and potential benefits for you and your beneficiaries. Delaware has long been the state law of choice
Business ownership
Selling your business outside the family
The decision of when and how to sell a privately held business is often based on three factors: economics, emotion and need. When a business owner eventually decides to exit the business and sell to a third party, the future can suddenly become very
Philanthropy
Charitable gift strategies
Whether you have only begun to consider incorporating philanthropy into your wealth plan, or already have well-defined goals and aspirations, a few strategies may help you effectively achieve your charitable giving goals.
Philanthropy
Making your philanthropy more strategic
To determine your path to achieving a philanthropic goal, it’s important for you and your family to articulate what you want your shared philanthropic endeavor to look like and map out the steps to get there. The process involves four distinct

Tax planning | CIBC Private Wealth US

Connect with a private wealth advisor today

Connect with a private wealth advisor today

Tax planning

Transitioning your business to a family member

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