Our Services
Phronesis is a boutique tax and estate planning law firm. Our clients value our dual expertise in both tax and estate law which gives us a clear and precise understanding of the many issues and opportunities that can present themselves.
We help our clients fulfill their vision for life, family, and business.
Tax Planning
Our personal and corporate tax planning services assist our clients throughout all stages. Whether you are starting a business, growing or restructuring your business, or exploring exit strategies, Phronesis understands your tax planning needs. We are experienced with clients across all industries and work strategically with your other advisors.
Commercial Transactions
We offer practical advice and legal services in matters of corporate law — from business reorganizations (including section 85 rollovers and section 51/86 share exchanges) and succession planning to the formation of partnerships and joint ventures.
Our strong tax backgrounds allow us to seamlessly collaborate with your accountants and ensure that you achieve the intended tax and commercial results.
Family Enterprise
Family enterprise means using a family's resources to create wealth and entrepreneurship across multiple generations. This requires a new mindset and a unified family group with a cohesive vision. We integrate our legal knowledge with our enterprise advising skills and the services of other professionals, including accountants, insurance advisors, and wealth managers.