Investment Planning
Re-engineering portfolio management to minimize lifetime tax friction
Wealth planning for high-net-worth families goes beyond standard equity and fixed-income allocations. Tax drag can quietly reduce long-term performance, so your investment strategy should account for how much wealth you keep—not only how much your portfolio earns.
We build portfolios around your personal and corporate timelines. Each asset choice is reviewed for tax efficiency inside your holding company or professional corporation, helping ensure stronger returns do not create avoidable tax pressure.
A high gross return means very little if it triggers an uncoordinated tax liability.
We design bespoke corporate and personal portfolios engineered explicitly to minimize tax drag, helping you keep more of what your investments earn.
Advanced access and diversification
Sophisticated portfolios require access to institutional-grade asset classes that operate independently of public market volatility. As your investment advisor, Grant Strachan & Associates provides clients with access to alternative investments for high net worth families, including private credit, private equity, and institutional real estate.
By partnering with the advanced asset management teams at IG Private Wealth Management, we bring the institutional capabilities of global high-net-worth investment firms directly to your local relationship.
True diversification extends far beyond traditional public equity and fixed-income markets.
Grant Strachan & Associates delivers institutional-grade alternative investments to qualified portfolios, providing affluent families with insulation against public market volatility.
A coordinated approach to wealth
Your portfolio should work in step with the rest of your financial life. We align your liquid investments with corporate cash flow, insurance structures, tax planning, and estate succession goals, while collaborating with your accountant and corporate lawyer to keep each recommendation connected to the bigger picture.
This gives you a coordinated investment strategy built around your personal and corporate priorities, so you can delegate your portfolio management with absolute confidence.
Grow wealth.
Increase freedom.
Gain peace of mind.
Align your portfolio with your total corporate and personal footprint
Your investments, corporation, tax plan, and estate goals should work together. We coordinate with your legal and accounting professionals so your portfolio supports the wealth you’ve built and the future you’re planning.