At Leavitt Group Private Wealth Management, we provide specialized financial planning for high-net-worth families who want to protect their wealth, strengthen family connections, and create lasting legacies.
Our work begins by understanding your family’s goals, values, and relationships—so we can design a plan that reflects what truly matters most.
Building clarity and connection across generations
Managing family wealth is as much about people as it is about portfolios. We help high-net-worth families navigate conversations around wealth, values, and succession in a way that builds trust and confidence. By fostering open communication between generations, we help ensure that everyone’s voice is heard and that your wealth supports your family’s shared goals. This collaborative approach helps align your estate, investment, and tax strategies so that your plan not only preserves wealth but strengthens relationships.
Turning complexity into opportunity
For many affluent families, the financial landscape can become increasingly complex—multiple corporations, trusts, and intergenerational ownership can make coordination difficult. As experts in financial planning for high-net-worth families, we simplify the process. Through detailed tax planning and structural optimization, we often uncover tens of thousands of dollars in savings or additional growth potential within the first year. We focus on measurable outcomes, using coordinated strategies that can add five to ten percent or more in annual value through efficiency gains alone.
A legacy built on intention and structure
Your wealth represents more than financial success—it represents your life’s work and the values you hope to pass on. Our financial planning process ensures that your legacy is clearly defined and thoughtfully executed. We design comprehensive estate plans that minimize tax impact, protect family assets, and give heirs the clarity and confidence to manage inherited wealth responsibly. Whether through trusts, charitable giving, or structured inheritances, we help you pass on both assets and wisdom in equal measure.
Protecting and growing family wealth
Effective wealth management is multi-generational. We take a long-term view, helping families implement tax-efficient investment strategies, review corporate and real estate holdings, and protect assets through risk management and insurance planning.
Every strategy is peer-reviewed to ensure precision, consistency, and alignment with your overall goals. Our approach combines technical expertise with a deep understanding of family dynamics—helping you balance financial growth with security and peace of mind.
Confidence in every generation
Families across Southern Alberta trust Leavitt Group Private Wealth Management because of our ability to deliver tangible results, simplify complexity, and coordinate seamlessly with accountants and lawyers. Our financial planning for high-net-worth families helps you turn wealth into something enduring—clarity, confidence, and connection.