Wealth isn’t static. Neither is your life. Whether you’re growing a business, planning for retirement, or safeguarding generational wealth, your financial strategy should evolve with you. At Kalinka Group, we specialize in Victoria wealth management designed to anticipate opportunities, minimize tax burdens, and create a financial future that works for you—not the other way around.
Our solutions
At Kalinka Group, we provide a high-net-worth private wealth management and family office financial planning experience, creating sophisticated financial solutions for those who require elite-level expertise. Financial success brings complexity. Managing investments, mitigating tax burdens, structuring wealth for future generations—these aren’t one-off tasks, they require continuous oversight. Our UHNW private family office services integrate tax structuring, estate planning, business succession, and risk management into a single, cohesive strategy tailored to your specific needs.
Retirement planning
We ensure high-net-worth individuals have a tax-efficient, adaptable retirement strategy that protects wealth while maintaining a predictable income. Our family office financial planning approach integrates tax-smart withdrawals, investment flexibility, and estate structuring, so you can retire with confidence and long-term security.
IG Private Wealth Planning Experience
The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living PlanTM. And with your permission, our team will discuss our recommendations with your other personal advisors—including your lawyer, accountant and business advisors—to ensure their perspectives and insights are reflected in the guidance we provide.
The Private Wealth Planning Experience may be particularly valuable to individuals and families with more complex needs, including business owners, professionals, farmers, and fishers. Specific areas of focus may include intergenerational wealth planning, estate planning for non-traditional families or for beneficiaries with a disability, pensions and executive compensation, and real property.
Integrated expertise
We deliver guidance that addresses all facets of your financial life.
*Private Wealth Planning Services are accessible at the discretion of the IG Advisor and the Advanced Financial Planning team, and dependent upon a number of factors, including assets under administration.