Collaborate

Knowledge and precision in exclusive areas of practice.

Collaboration and teamwork with professional advisors.

Sean Rheubottom has 20+ years of experience as a tax and estate planning lawyer working on behalf of affluent client families across Canada. Clients are primarily business owners and farmers. Sean’s past work in a Private Wealth Management and Trust setting involved collaborating with and serving as a resource to legal, tax and financial advisors on behalf of mutual clients. This gave Sean the opportunity to spend an extraordinary amount of time studying the technical legal and tax aspects of Estate & Tax Planning for complex situations, making it possible to recommend valuable planning concepts in almost any business, farm or individual situation. Precision and tax efficiency in Will and trust drafting has always been a focus.

How can Heritage Private Wealth Law assist?