Our Approach

Wills and Estate services are approached by many law firms as a loss leader. The idea is that everyone needs a Will and that a few templates will work for all families. The expectation is that the introduction will lead to additional work for the law firm.

Our clients are interested in the comfort that follows from understanding the plan for their legacy, the details of the documents prepared for them, and that they have considered and implemented those legal and tax tools that are suited to the legacy they have built.

A legacy is built over a lifetime. Our clients recognize the benefit of actively planning throughout their lifetime and fear a one size fits all approach to address the transition of this legacy. 

Our clients understand that the plan for their legacy ought not to be planned at a discount with the hope it will lead to more profitable work for the law firm.

Our approach is different. Many families with which we work are referred to us by their accountants, lawyers, investment advisors, and other trusted professionals. 

We understand the value of these trusted advisors and work with your team to ensure that the strategic options presented are thoroughly integrated. 

The specialized legal and tax planning strategies we present to you will be focused on your goals and unique circumtances.  We are dedicated to understanding the results you want and to helping you understand what actions we can take on your behalf. We will work with you every step of the way to make sure that you understand the choices you are making and feel empowered to make them. 

The COVID Pandemic forced the legal profession to catch up to the 21st century. Originally driven by the desire to ensure that those who are at risk or are ill can access legal services, legislative changes now make it possible to effectively plan our estates with greater convenience and access to Strongroom LLP from virtually any location in the world. 

For many clients in small centres, the ability to ensure confidentiality as it concerns their family affairs by accessing expertise outside their community has encouraged many to share details relevant to their planning that otherwise may not have been taken into account. 

Our professionals work with exceptional families. They are entepreneurs, professionals, executives, and often have extensive real estate and investment portfolios. Transitioning the family legacy from one generation to the next, intergenerational wealth, and complex family dynamics are common concerns. We have the experience to help you obtain the results you need. 

Legal fees are intimidating. We do not enjoy tracking hours and most fear opening an invoice from a legal firm. All of our planning work is quoted on the basis of a flat fee. You will understand the services and their benefit and we never increase our fee. 

We serve as trusted advisors to our clients. As wealth is created, when our family dynamics change, as we age and pass on, Strongroom LLP provides continuity to ensure that your plan is implemented and legacy in place. We are often privileged to continue to work with and advise your children as they transition into key positions in your business and manage your legacy.