
Introduction:
Protecting family assets requires more than traditional financial planning. It demands understanding of family dynamics, regulatory environments, and the evolving risks that wealthy families face across generations.
We Support You By:
Bridging Generational Gaps
Aligning Wealth with Purpose
Enhancing Strategic Agility
Reducing Succession Risk
24/7 Support: 416 464 5742


Our Services
Structure Optimization
Creating legal and financial structures that protect assets while enabling growth

Legacy Aligned Strategies
We go beyond spreadsheets to understand what your family truly values. Our solutions are built to preserve your legacy—not just your assets—through purpose-driven planning and generational alignment.
Next-Gen Ready
We engage rising leaders early, helping them feel heard, prepared, and connected. This reduces advisor turnover, strengthens continuity, and secures the future of your family enterprise.
Trusted, Holistic Guidance
As your strategic partner and Chief Impact Officer, we integrate wealth, governance, philanthropy, and family dynamics—creating clarity from complexity and long-term, sustainable impact.

Comprehensive Approach
Asset protection isn’t just about legal structures—it’s about creating resilient families who can navigate challenges while preserving their values and continuing their legacy.
Let’s Collaborate with Us!
Email: amy@gtfba.ca
Call: 416 464 5742