Open to All Members and Guests — Join us in Winnipeg for an enriching conversation on one of the most critical, and often overlooked, Family Business Structures: Tax-Efficient Strategies for Wealth Preservation.

Family businesses face unique challenges when balancing growth, family dynamics, tax efficiency, and succession objectives. This technical session examines common ownership structures and planning techniques designed to maximize after-tax wealth, support business continuity, and create flexible succession pathways.

Topics Covered

• Family Trusts and Income Splitting
• Holding Companies and Corporate Structures
• Estate Freeze Strategies
• Lifetime Capital Gains Exemption (LCGE)
• Family Business Succession Planning
• Intergenerational Wealth Transfer
• Tax-Efficient Asset Protection
• Transitioning Ownership to Family Members
• Retirement and Exit Planning for Business Owners
• Succession isn't just about transferring wealth, it's about designing the structures, financial plans, and legal frameworks that support both continuity and longevity. And getting it right makes all the difference.

Join Tannis Dawson (TD Wealth) and Steven J. Kohn, K.C. (MLT Aikins LLP) for an engaging, practical discussion on how families can align their values with formal structures, navigate the tension between flexibility and control, and avoid the common pitfalls that derail even the best-laid succession plans.

Whether you're just beginning your planning journey or refining an existing structure, Tannis and Steven will bring real-world insights and actionable strategies to help your family enterprise endure, and flourish for the long term.

This is a session you won't want to miss.

Please note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted.