For families and business owners with exceptional wealth, traditional financial planning strategies simply aren’t enough.
Managing substantial assets requires precision, foresight, and an elevated level of expertise. At Kalinka Group Private Wealth Management, we provide specialized ultra-high-net-worth financial planning designed to simplify complexity and protect your legacy.
Our approach resembles that of a private family office, delivering concierge-level financial oversight that aligns every element of your wealth with your personal and professional goals. From advanced tax strategies to intergenerational wealth preservation, we ensure your financial strategy evolves alongside your success.
Investment strategies that sweat the details
Managing serious wealth demands more than a basic portfolio. Stocks, bonds, mutual funds—those are only the starting line.
- Private equity and direct investments: Gain entry to elite investment opportunities unavailable to traditional investors.
- Alternative investments: Designed to enhance diversification and improve risk-adjusted returns.
- Customized portfolio modelling: Our advanced modelling tools ensure your wealth strategy is stress-tested to withstand market volatility, inflation risks, and shifting economic conditions.
Tax planning that keeps more in your corner
Big money makes you a bigger target. Without strategic planning, taxes quietly gnaw away at your net worth—year after year, asset after asset. We build tax strategies that shut down unnecessary losses and keep your wealth intact.
Multi-jurisdictional tax optimization
Wealth that crosses borders demands smarter strategies. We create tax plans that cut down your exposure in Canada, the U.S., and beyond—ensuring you’re keeping more of what’s yours.
Family trusts and estate freezes
Lock in today’s wealth. Push future growth toward your heirs. By freezing asset values and shifting gains to family members, we cut tax burdens while preserving long-term wealth.
Capital gains planning
Selling a business, downsizing property, or cashing out investments? We structure those moves to minimize capital gains tax—and keep your profits where they belong.
Wealth preservation that keeps everything intact
Wealth can vanish faster than it’s built. Lawsuits, business disruptions, or poorly structured transitions can turn decades of success into a financial fire sale. We build protective barriers around your assets to ensure what’s yours stays yours.
Business succession planning
You spent years building a business that thrives under your leadership. We ensure it thrives without you, too. Whether you’re passing leadership to family, selling to a partner, or preparing for a third-party sale, we design succession plans that preserve value, minimize tax, and reduce disruption.
Protecting what matters most
Wealth attracts risk—personal, legal, financial. We build plans that guard against the unknown.
Insurance strategies to maximize generational wealth and provide estate liquidity
Big estates come with big tax bills. We structure insurance solutions that maximize generational wealth, including the provision of liquidity when it’s needed most—paying taxes, covering debts, and ensuring heirs aren’t forced to sell core assets under pressure.
Financial concierge services that keep life running smoothly
With significant wealth comes more decisions—more accountants, more lawyers, more complexity. We step in as your financial quarterback, coordinating with your advisors, ensuring strategies align, and simplifying your financial world. No more guessing. No more scrambling. Just confidence in knowing everything’s covered.
Our concierge services ensure:
- Seamless collaboration between your legal, tax, and investment teams
- Real-time adjustments to tax strategies, portfolio allocations, and estate structures
- Proactive updates when new opportunities or risks emerge