At Leavitt Group Private Wealth Management, based in Lethbridge and serving clients across Southern Alberta, we help families design purposeful, efficient wealth transfer strategies that protect what matters most—your legacy, your values, and your family’s future.
Thoughtful wealth transfer is about more than passing on assets; it’s about creating continuity, clarity, and confidence for generations to come.
Building a lasting legacy
You’ve worked hard to grow your wealth. Now, it’s about ensuring it continues to make an impact long after you’re gone. Our wealth transfer strategies start with understanding what’s important to you—your family, your business, your community—and aligning your financial plan to reflect those priorities. Whether you’re passing down a business, funding education for the next generation, or preserving a family property, we create a plan that keeps your legacy intact.
Turning complexity into opportunity
Many of our clients come to us with layered financial structures—corporations, trusts, and multi-generational holdings that need precision and coordination. This is where Leavitt Group excels. By combining advanced estate planning with integrated tax and legal collaboration, we simplify even the most complex scenarios. The result is a strategy that uncovers opportunities to directly enhance your family’s long-term prosperity.
The power of conversation
Successful wealth transfer begins with communication. We help families have clear, constructive discussions about their goals, responsibilities, and the role each member will play. These conversations create alignment and reduce uncertainty, ensuring that everyone understands not only what’s being passed on, but why. We make these discussions comfortable, productive, and tailored to your family’s unique dynamics—focusing on shared purpose, fairness, and the values that define your legacy.
Tax-smart wealth transfer strategies
Taxes can erode even the best intentions if left unmanaged. Our approach prioritizes efficiency, ensuring your assets reach your heirs as intended while minimizing unnecessary tax costs. Through trusts, charitable giving strategies, and corporate planning, we ensure your wealth flows to the right people, at the right time, in the most effective way possible. These proactive steps protect your estate from excess taxation and preserve liquidity for your family’s future needs.
Business succession made simple
For business owners, wealth transfer often means passing on more than financial assets—it means handing over years of effort and identity. We specialize in business succession planning that ensures a smooth transition, whether the successor is a family member, key employee, or outside buyer. By aligning ownership transfer, tax planning, and continuity strategies, we help you exit on your terms while preserving your company’s value and stability.
Preparing the next generation
Inheritances carry responsibility, and we help ensure your heirs are ready for it. Through guided financial education and structured planning, we empower your family to make informed, confident decisions about the wealth they receive. This isn’t just about money—it’s about fostering the stewardship mindset that keeps your legacy thriving for decades to come.
A family-first approach
Every family is different, and so is every wealth transfer plan. Our process is collaborative, precise, and deeply personal. We coordinate with your accountants, lawyers, and other advisors to ensure every piece of the puzzle fits seamlessly. With CERTIFIED FINANCIAL PLANNER® professionals on our team, you gain the technical expertise and peer-reviewed precision that complex estates demand.