Estate planning is about more than legal documents. It is the process of shaping how your wealth moves through generations while protecting your family from unnecessary stress. At Deprez Private Wealth Management, we focus on creating estate planning strategies that keep wealth intact, relationships strong, and futures secure. Families across Winnipeg and the Interlake have trusted us for more than three decades to help guide them through complex transitions.
Estate Transfer With Care
We have managed estate transfers from grandparents to parents to children, ensuring continuity and clarity. Estate transfer is more than dividing assets—it’s about protecting family harmony, addressing taxes, and making sure loved ones are supported. Our role is to simplify what can feel overwhelming, so clients across the Interlake Region can move forward with confidence.
High-Net-Worth Estate Planning
Affluent families face unique challenges when it comes to preserving wealth. Large portfolios, businesses, and multiple properties all bring complexity. Our high-net-worth estate planning ensures assets are protected from unnecessary taxes while supporting both lifestyle and legacy. We specialize in estate planning for high-net-worth individuals that includes trusts, tax-smart gifting, and philanthropic strategies. These tools form the foundation of estate planning strategies for high-net-worth families who want to preserve wealth and pass it forward responsibly.
Small Business Estate Planning
For small business owners, estate planning is inseparable from succession planning. Businesses often represent both livelihood and legacy, and decisions about transfer or sale carry enormous weight. We offer estate planning services for small business owners that balances business continuity with family needs. Corporate structures, shareholder agreements, and tax strategies are carefully considered. Our clients rely on us to design small business estate planning that protects value while preparing the next generation for ownership or sale.
Estate Simplicity
Complexity is part of every estate, but clarity is what families need. Estate Simplicity is about turning intricate details into a clear, coordinated plan. We integrate investments, insurance, taxes, and legal considerations into one strategy. By coordinating with lawyers and accountants, we ensure no detail is overlooked.
Protecting Wealth Through Tax Planning
Taxes can quietly reduce even the best-laid plans. That is why capital gains tax planning strategies are essential to every estate plan. We design tax reduction approaches that minimize the burden on heirs while keeping assets intact. By addressing both current and future liabilities, we help families achieve smoother transitions. This is especially important for farming families and entrepreneurs, where land and business assets can be vulnerable to tax erosion. Our work in tax planning is always tied to estate outcomes, ensuring every dollar serves its purpose.
Guiding The Next Generation
We see estate planning as more than asset transfer—it is about preparing heirs to receive and manage wealth responsibly. Trusts, staged inheritances, and education strategies all help ensure the next generation is not overwhelmed. For many families in the Interlake Region, this approach provides peace of mind, knowing their legacy is not just about money but about values and wisdom too.
A Family-Centred Approach
Deprez Private Wealth Management has always been rooted in family. Clients describe our practice as approachable, responsive, and respectful. This small-town spirit, combined with the depth of a national network, gives our clients the confidence to trust us with their most important planning. Whether it is estate planning for high-net-worth individuals, small business estate planning, or creating estate simplicity for families in Manitoba, our focus is always the same: protecting wealth and strengthening families.