{"id":1675,"date":"2026-08-27T17:07:20","date_gmt":"2026-08-27T21:07:20","guid":{"rendered":"https:\/\/brightstonefinancial.ca\/solutions\/protection-du-patrimoine\/"},"modified":"2026-09-22T10:53:55","modified_gmt":"2026-09-22T14:53:55","slug":"wealth-protection","status":"publish","type":"solution","link":"https:\/\/brightstonefinancial.ca\/en\/solutions\/wealth-protection\/","title":{"rendered":"Asset protection"},"content":{"rendered":"
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Our asset protection services<\/h2>\n <\/div>\n\n <\/div>\n\n
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Inter vivos trusts<\/h3>\n\n
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An inter vivos<\/i> trust is a legal vehicle used to protect assets, structure the ownership of a business, plan the transfer of wealth and govern the pace of distributions. Flexible and adaptable, it remains the mechanism of choice for complex wealth situations. We handle its full administration, the rendering of accounts and tax compliance obligations.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n

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Testamentary trusts<\/h3>\n\n
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A testamentary trust is an estate planning tool that organizes the transfer of wealth after death in a structured and tax-efficient manner. Integrated into the estate plan, it takes effect for the time period you have set and protects the interests of beneficiaries according to your wishes. Our team administers every testamentary trust with care and with an awareness of family dynamics.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n

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Estate liquidation<\/h3>\n\n
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Estate liquidation is the process of winding up a succession. When the estate is complex, the process calls for simultaneous command of law, taxation and accounting all at once, while remaining mindful of the dynamics of a grieving family. Brightstone Trust Company takes on every stage of the settlement, from the initial inventory to the final account, with rigour and humanity.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n

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Custody services<\/h3>\n\n
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Custody services consists of holding and administering financial assets on clients’ behalf: currency accounts, securities and commitments in private funds. Brightstone Trust Company holds your financial assets through a network of Canadian and international institutional sub-custodians. We also handle the production of financial reports and tax slips.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n\n <\/div>\n <\/section>\n\n\n

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Our approach to asset protection<\/h2>\n <\/div>\n\n
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Our independence as an institutional trustee, combined with our global and multidisciplinary expertise, allows us to provide personalized strategic support to our Canadian and international clients, within a regulated framework.<\/p>\n<\/div> <\/div>\n <\/div>\n\n

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A personalized approach<\/h3>\n \n

We never offer an off-the-shelf solution. Every client arrives with their own story, their own dynamics, their own expectations and their own unspoken concerns. Understanding them is the prerequisite for everything we build together.<\/p>\n <\/div>\n

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Administration of complex assets<\/h3>\n \n

A family business, a property held abroad, an art collection or a commitment in a private fund do not follow the same rules as a securities portfolio. We administer each on its own terms, drawing on expertise across disciplines and applying the rigour and attention that every asset class requires.<\/p>\n <\/div>\n

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Crossborder expertise<\/h3>\n \n

Through our network of established partners in Canada and abroad, we are uniquely positioned to manage our clients' most complex situations. We also support them in carrying out their various family projects, such as a real estate acquisition or a relocation.<\/p>\n <\/div>\n

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Institutional and regulated framework<\/h3>\n \n

Our trust company operates under the supervision of Quebec's Autorit\u00e9 des march\u00e9s financiers, applying the strictest standards of governance, transparency and compliance, thus ensuring further peace of mind for our clients and partners.<\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/section>\n\n\n

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Brightstone Trust Company<\/h2>\n

Our trust company works with high-net-worth families and individuals as well as communities, in Canada and internationally, to protect and pass on their wealth.<\/p>\n<\/div> <\/div>\n

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Our core business<\/h3>\n
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Trust administration is our specialty. As a professional trustee, we command every aspect of it: legal, tax, accounting and operational.<\/p>\n<\/div> <\/div>\n

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A multidisciplinary team with real continuity<\/h3>\n
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Professionals in law, finance, accounting, compliance and operations, many of whom have worked for our clients for over a decade.<\/p>\n<\/div> <\/div>\n

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Regulatory oversight and institutional governance<\/h3>\n
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Brightstone Trust Company is licensed and authorized by ministerial order from Quebec’s Minister of Finance and operates under the supervision and oversight of the Autorit\u00e9 des march\u00e9s financiers (AMF) of Quebec, its financial regulator. Its board of directors is composed of a majority of independent members and is supported by audit, ethics and integrated risk management committees. Together, they form the basis of rigorous governance.<\/p>\n<\/div> <\/div>\n <\/div>\n <\/div>\n <\/section>\n\n\n

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Team overview<\/h2>\n \n
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A team dedicated to protecting your wealth. The people you deal with know you and work for you for the long term.<\/p>\n

Meet the Brightstone Trust Company team<\/a><\/p>\n

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Discover our other solutions<\/h2>\n <\/div>\n\n <\/div>\n\n
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Wealth management<\/h3>\n\n

Investment strategies designed to grow and preserve your wealth, tailored to your financial and tax situation as well as your family and estate planning objectives.<\/p>\n <\/div>\n\n