At Stone Owl, bold thinking, inspired people and a passion for results come together for extraordinary impact. We work with clients who do not hide from the future but want to define it. Explore our success stories to see how we have helped businesses like yours overcome challenges and achieve tangible results.
James, a successful business owner operating through his holding company, had strong cash flow and was eager to invest for long-term growth. With $250,000 in available capital annually, he faced a dilemma: investing directly in a taxable portfolio would tie up his funds, limiting his ability to seize future business opportunities.
A successful private corporation with four equal partners faced a significant challenge in ensuring a smooth ownership transition in case of a partner’s death. Each partner owned shares through their respective holding companies, and while they had built a highly valuable business, they lacked a structured buy-sell agreement.
Mark, a successful business owner, wanted to save for retirement while keeping his corporate funds available for reinvestment. With an annual investment capacity of $250,000, he sought a tax-efficient way to accumulate wealth inside his corporation and extract funds for retirement without excessive taxation.
Richard, a seasoned real estate mogul with a net worth exceeding $50 million, spent decades amassing a vast portfolio of commercial and residential properties. As he approached estate planning, he faced a significant challenge: ensuring that his heirs could inherit his real estate empire without being forced to sell properties to cover estate taxes.
Richard, a seasoned real estate mogul with a net worth exceeding $50 million, spent decades amassing a vast portfolio of commercial and residential properties. As he approached estate planning, he faced a significant challenge: ensuring that his heirs could inherit his real estate empire without being forced to sell properties to cover estate taxes.
David had accumulated substantial retained earnings in his holding company. However, he faced a financial challenge: he wanted to build a real estate portfolio while preserving liquidity and minimizing tax liabilities. Withdrawing funds personally would trigger significant taxes, while directly investing corporate capital into real estate would limit financial flexibility.
Sean, a business owner, faced a unique financial challenge after his divorce. Taking additional salary or dividends would not only increase his tax liabilities but also trigger higher alimony payments. Seeking a strategic way to access funds efficiently while maintaining financial flexibility, John turned to Stone Owl for a tailored solution.
James from Winnipeg faced a significant challenge: how to manage the future tax burden of his $4 million RRSP while transitioning into a RRIF. Concerned about optimizing his withdrawals and minimizing taxes, he turned to Stone Owl Family Office for a strategic solution
When John sold a capital property, he was hit with a staggering $2.5 million tax bill. Overwhelmed and uncertain about his next steps, he turned to Stone Owl for guidance. By implementing a multi-faceted tax strategy, we helped John reduce his immediate tax burden, optimize his cash flow, and create a sustainable long-term plan. As a result, John regained confidence in his financial future and was able to refocus on his business.
