Expérience Client

Client Experience

At Sagard Wealth, we go beyond traditional financial advice, acting as your dedicated coordinator to bring together the best in tax, estate planning, and other vital areas.

We take the time to understand your family’s vision, crafting a personalized long-term plan that considers both your financial and personal goals, and ensuring seamless collaboration among experts to achieve your aspirations for generations to come.

Meet our Team

Granting access to a vibrant ecosystem

Investment Opportunities

International Managers
Alternative Managers
Real Assets opportunities
Direct Opportunities and Co-Investments
Venture Capital

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Tax and Estate Planning

Tax-Efficient Investment Structuring
Trusts and Estate Freezes
Philanthropic Planning
Succession Planning
Life Insurance Strategies

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Accounting & Book-keeping

Day-to-Day Accounting
Record-Keeping and Financial Reporting
Tax Planning and Compliance
Estate and Trust Accounting
Philanthropic Strategy Management

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Family Governance

Define family mission, vision, and values
Develop family governance program
Identify family legacy and social legacy opportunities
Nurture family harmony

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Philanthropy

Understand goals and roles in the family
Build a philanthropic strategy
Choose a philanthropic structure
Implement strategy and monitor progress

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Women’s Club

Sagard Wealth’s Women’s Club is a dynamic community that empowers women to thrive in both their personal and professional lives by creating a feminine, warm, and friendly environment, where we can discuss different topics related to wealth and family. Through curated events and networking opportunities, the club fosters collaboration, leadership, and personal growth. Aligned with Grayhawk’s commitment to uplifting women, the Women’s Club creates a supportive environment where members can connect, share experiences, and develop the skills needed to navigate wealth, leadership, and life transitions.

Rising Gen Club

Sagard Wealth’s Rising Gen Club is a community designed to empower the next generation of leaders, entrepreneurs, and wealth holders. It fosters personal growth, networking, and education through curated events and collaborative experiences. The club aims to equip members with the tools and insights needed to navigate complex wealth and family challenges, build meaningful connections, and make a positive impact in their communities and industries.