# Event Details

- **Event Name**: High Net Worth Families Advanced Wealth Structuring & Legacy Planning
- **Event Start and End Date**: Sun, 19 Apr, 2026 at 10:30 am – Sun, 19 Apr, 2026 at 02:00 pm (-04:00)
- **Event Description**: Private UHNI seminar on advanced estate, tax, and legacy strategies. Preserve wealth, reduce taxes, and plan generational transfer.About this Event💼 Why This Session is RelevantAs wealth grows, so does complexity.UHNW families often navigate:Multi-layered corporate structures and holding companiesSignificant retained earnings and investment portfoliosReal estate holdings across multiple jurisdictionsExposure to capital gains and taxation at deathThe need for intergenerational wealth transfer planningWithout a coordinated strategy, wealth can be exposed to:Double taxation (corporate and personal layers)Inefficient liquidation of assetsProbate delays and administrative complexitiesLack of clarity in succession and controlThese challenges require more than basic planning—they require a structured, strategic approach aligned with long-term family objectives.🎯 Who This Is ForThis session is designed exclusively for:Ultra High Net Worth familiesBusiness owners with complex corporate structuresIndividuals with $2M+ in investable assetsFamilies focused on intergenerational wealth transferProfessionals advising affluent clients (by invitation)📚 What You Will GainThis session will provide a structured overview of advanced planning considerations, including:✔ Advanced Estate StructuringUnderstand how to design an estate framework that aligns with both control and tax efficiency.✔ Corporate & Personal Wealth IntegrationExplore strategies to coordinate wealth held within corporations and personal portfolios.✔ Tax Efficiency at DeathGain insights into how taxation applies across different asset classes—and how it can be strategically managed.✔ Liquidity Planning for EstatesUnderstand how to ensure sufficient liquidity to meet tax obligations without forcing asset liquidation.✔ Intergenerational Wealth TransferLearn how to transition wealth to the next generation while maintaining structure, clarity, and intent.✔ Strategic Use of Insurance in UHNW PlanningExplore how insurance can be utilized as a tax-efficient tool to enhance estate value and offset liabilities.🕥 Meet & Greet : Kindly arrive by 10:30 AM ( Snacks with Chai / Coffee / Appetizer)⏰ Time: 11 AM - 2:00 PM ( Seminar + Lunch Session )🎟 Free Registration: Couples only session - Limited Seating by Invite only.Join us for an educational session focused on practical strategies by Certified Financial Planner (CFP), Estate Lawyer & Chartered Professional Accountant (CPA).Learn how to protect your assets, reduce tax exposure, and create a clear plan for long-term financial security and many more.Please Fill up the form.👉 *Reserve your seat here:* https://forms.gle/yAqyApY2Fuczz81i7This seminar is strictly educational in nature and conducted by certified professionals. Exclusive by invite only & Limited seating available.Organizer Contact : Nikhil Jadav - 705-991-1124This seminar is strictly educational in nature and conducted by certified professionals.Exclusively for couples. Limited seating available.
- **Event URL**: https://allevents.in/milton/high-net-worth-families-advanced-wealth-structuring-and-legacy-planning/100001986776496985
- **Event Categories**: workshops
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 0, max: 500, currency: CAD

## Event venue details

- **city**: Milton
- **state**: ON
- **country**: Canada
- **location**: DesINorth - Milton | Indian and Hakka Restaurant
- **lat**: 43.52908619999999
- **long**: -79.8651616
- **full address**: DesINorth - Milton | Indian and Hakka Restaurant, 1050 Main Street East, Milton, Canada

## Event gallery

- **Alt text**: High Net Worth Families Advanced Wealth Structuring & Legacy Planning
  - **Image URL**: https://cdn-az.allevents.in/events3/banners/ab2a49e3f7e89785f16851bc043ffbe98215174312141fd092ffd49f1236cfba-rimg-w1200-h800-dcedf2f8-gmir.jpg?v=1776140594

## FAQs

- **Q**: When and where is High Net Worth Families Advanced Wealth Structuring & Legacy Planning being held?
  - **A:** High Net Worth Families Advanced Wealth Structuring & Legacy Planning takes place on Sun, 19 Apr, 2026 at 10:30 am to Sun, 19 Apr, 2026 at 02:00 pm at DesINorth - Milton | Indian and Hakka Restaurant, 1050 Main Street East, Milton, Canada.
- **Q**: How much do tickets cost for High Net Worth Families Advanced Wealth Structuring & Legacy Planning?
  - **A:** Tickets for High Net Worth Families Advanced Wealth Structuring & Legacy Planning are priced at CAD 500 per person. Here's a full breakdown of available ticket types:Ticket TypePriceAvailabilityGeneral Admission 2FreeAvailableGeneral AdmissionCAD 500AvailableGeneral Admission (2 for 1 deal)CAD 250Available
- **Q**: Who is organizing High Net Worth Families Advanced Wealth Structuring & Legacy Planning?
  - **A:** High Net Worth Families Advanced Wealth Structuring & Legacy Planning is organized by Jadav Wealth Advisory.
- **Q**: Who is this event for? Is it right for me?
  - **A:** High Net Worth Families Advanced Wealth Structuring & Legacy Planning is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Milton, this event is thoughtfully curated to deliver a standout experience worth every moment. If High Net Worth Families Advanced Wealth Structuring & Legacy Planning sounds like your kind of event, don't wait - spots fill up fast.

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