Protect What You've Built.
Strategy, structure and stewardship.
We layer tax structure, insurance, governance and family education to preserve capital and transfer it on your terms — calmly and intentionally.
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 wealth preservation & transfer planning.
Asset-protection structures and holding company design
Insurance-based wealth transfer strategies
Charitable giving and donor-advised fund planning
Family governance, charters and education sessions
Coordination with legal and investment teams
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, preserving 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