Pass on Wealth, Not Tax Bills.
Plan today so the next generation inherits well.
Through careful structuring — wills, trusts, freezes and rollovers — we help you transfer assets and businesses to the next generation with the lowest possible tax friction.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Private Client
Every engagement, considered.
The core of what's included when you engage PAG for estate & succession planning.
Estate freezes and family trust structures
Will and beneficiary alignment with your tax plan
Capital gains exemption and rollover planning
Probate-fee minimisation strategies
Multi-generational succession roadmaps
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, structuring every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Private Client practice
Personal Tax Returns
Every credit, every deduction, every year.
Learn morePrivate Wealth Planning
Holistic strategy across tax, investment and legacy.
Learn moreFamily Office Services
Centralised oversight for complex family wealth.
Learn moreTrust & Estate Services
Trust accounting, T3s, and estate administration.
Learn more