Inter-Generational Wealth Transfer Strategies

Secure Your Legacy with Inter-Generational Wealth Transfer Strategies

Ensure a smooth and tax-efficient transfer of wealth to the next generation with our expert planning and advisory services.

Why Choose Us?

Decades of Experience

With over 25 years of expertise, we provide reliable guidance on transferring wealth effectively and efficiently.

Personalized Strategies

Our tailored approach ensures your wealth transfer plan aligns with your family’s unique goals and values.

Comprehensive Protection

We safeguard your wealth against potential risks, ensuring your legacy is preserved for future generations.

About Our Services

Transferring wealth to the next generation involves complex planning and careful consideration of tax implications and family dynamics. At Vikram Gulati Professional Corporation, we specialize in crafting inter-generational wealth transfer strategies that secure your legacy and meet your family’s financial goals. Our expert team provides personalized, comprehensive planning to ensure a smooth and efficient transfer of assets.

Estate Planning

We develop thorough estate plans that include wills, trusts, and other legal instruments to ensure your wealth is distributed according to your wishes.

Tax-Efficient Transfers

Our strategies focus on minimizing tax liabilities, maximizing the value of assets transferred, and ensuring compliance with relevant tax laws.

Family Governance

We provide guidance on establishing family governance structures to manage wealth and resolve conflicts, ensuring a harmonious transfer of assets.

Client Testimonial

We Have Proudly Worked With

     Excellent  
     Based on 18 reviews 
    
 
 
   
 
 
        
   Lediana Braushi 
 2024-04-02
 
 
  I can’t express how amazing my experience has been with these people. Super professional and no matter how many times I’ve called or emailed them, they never get bothered,and always service you with a smile. They pretty much treat you like family. I would recommend them to anyone who is looking for reliable service.
  
 
       
   Sandeep Gehlot 
 2024-03-23
 
 
  Excellent service and client care at Vikram Gulati Professional Corporation.
  
 
       
   MIANAMER HAYAT 
 2023-03-30
 
 
  Very professional service
  
 
       
   Kulvinder Mahal 
 2022-11-19
 
 
  I came to Arjun after being recommended by a friend to help me file my corporate taxes. There were some complex matters which I was unsure about, but thanks to Arjun and Vikram they both were able to guide me in the right direction. Great service combined with a saving in tax made me very happy. Thank you to the team!! I highly recommend them for all your tax and accounting needs!
  
 
       
   Jasbir Sidhu 
 2022-11-19
 
 
  I filed my taxes with Arjun Gulati for the first time this past tax season. He was very knowledgeable and provided exceptional customer service. Always available to answer my calls and I highly recommend him!
  
 
       
   Adi Uppal 
 2022-11-19
 
 
  Thank you to Arjun for helping me out. I hadn’t filed my taxes for 3 years and was stressed about the situation. Thanks to Arjun’s service and expertise he was able to catch me up and get me out of a tough situation! Thank you Arjun so much for your help.
  
 
       
   Muneendra Prasad 
 2022-09-23
 
 
  Arjun Gulati,  one of the best tax service consultant in GTA, I approach him to file my tax issues, he resolved my taxes for lat 6 years. I greatly appreciate his kind follow-ups and efficient service with a very reasonable cost. Arjun is very professional and good attitude towards clients. I strongly recommend Arjun Gulati Service for any tax services and consultation. Thank you very much for a the kind support 😊
  
 
       
   Nitin Rajadhyaksha 
 2022-05-02
 
 
  Vikram has been filing my taxes for more than a decade now. I had tried others' before but none were as professional and knowledgeable as Vikram. He once looked at my return prepared by someone else and immediately questioned why I had paid a big amount in taxes. He researched further and got me a substantial refund of taxes paid to CRA. I will forever be thankful to him for this. Vikram has provided me with advice over the years which has guided my decision making. This year, his son Arjun helped me file my taxes. Again, a thorough professional like his father and walked me through the process of filing my tax return as a non resident. He even got in touch with CRA on my behalf and obtained clarification to certain questions in this regard. I would strongly recommend Vikram and Arjun and his team to anyone without a second thought. They are extremely trustworthy and are genuinely interested in their clients' satisfaction.
  
 
       
   Mohit Gaba 
 2022-04-30
 
 
  I have had the opportunity to work with both Vikram Ji and Arjun. They’re very knowledgeable and have helped me get my taxes right since 2019!