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Wealth Management

Loopstra Nixon LLP assists clients with comprehensive wealth management advice in order to allow our clients to fulfil their succession plans.

Our practice provides clients with all the tools and documents necessary to ensure wealth preservation and the orderly transfer of assets from one generation to the next, including wills, powers of attorney and trust agreements. We also provide succession planning for a family business, advise on the uses of life insurance and assist in establishing charitable organizations and advising directors and trustees