Robert Robwoh
Founder & Principal Advisor
Preserving Enterprise Value Across Generations
Intergenerational wealth transfer requires seamless coordination between tax counsel, corporate accountants, and fiduciary financial advisors.
Strategic Succession Pillars
- Section 85/86 Estate Freezes: Locking founder capital gains while allocating future growth to successor family trusts.
- Capital Dividend Account (CDA) Maximization: Flowing tax-free corporate life insurance proceeds to family beneficiaries.
- Buy-Sell Shareholder Agreement Funding: Guaranteeing immediate liquidity upon shareholder retirement, disability, or death.
Confidential Strategic Counsel
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Evaluate your corporate group benefits, executive risk management, or family estate governance directly with Senior Principal Robert Robwoh.
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