Every family situation is different and whether a family controls an active business or perhaps an estate situation has occurred, Yorkville understands that unforeseen conflicts can arise. Yorkville stands ready to sensitively engage stakeholders with a unique approach to dispute resolution based on common sense and fairness.
Yorkville helps resolve these family disputes by coordinating formal or informal mediation. Together with effective legal partners, we focus on alternative dispute resolution. Our goal is to avoid costly litigation and help resolve client matters in an efficient, cost-effective manner.
Our approach starts by clearly defining economic and non-economic objectives, understanding key family dynamics, and identifying the nature of your property. In all cases, our thoughtful contingency planning takes into account special circumstances such as blended families and unique and hard-to-value assets.
Additional Info
-
Thumbnail
Planned Giving is a natural extension of the wealth planning process for our clients. Planned giving can offer many benefits to you, your family, and those in the local community or beyond.
Planned giving has the potential to provide a tax-efficient means to transfer wealth while supporting a cause close to your heart. Yorkville and our qualified partners in the tax, estate planning and legal community have a collective track-record of helping clients realize their charitable giving vision.
Yorkville works hard with our partners to ensure that clients receive the necessary tax and financial planning advice and strategies. Additionally, we work closely with our clients on tax efficient measures, specifically charitable donations. Additional areas of expertise include:
- Charitable Trusts
- Endowment Funds
- Private Foundations
- Scholarships
- First Nation Treaty Rights
Additional Info
-
Thumbnail
Yorkville offers a global bespoke luxury concierge service to Opus Elite clients and their families. Through personal and proactive service, our Opus Elite clients have full access to our suite of offerings, ranging from bespoke travel packages, luxury lifestyle experiences, or something as simple as arranging care for their pets. A sample of the services we offer include:
- Life style experiences
- Private boxes
- Private jet coordination
- Coordinated home service options
Additional Info
-
Thumbnail
Family wealth planning is the cornerstone for effective wealth preservation. Yorkville can assist with your lifetime wealth planning, helping to manage, preserve, and transfer your assets. With an emphasis on multigenerational benefits, Yorkville has the necessary experience to help families with active business or passive investments.
The generational transfers of wealth and final contributions to society through charitable bequests are essential considerations in an individual’s life. Without proper estate planning, a significant portion of your assets could be unnecessarily lost to taxation, estate administration fees and probate fees, reducing your ability to leave a lasting legacy for loved ones and worthy organizations.
Yorkville uses its in-house expertise to develop and implement a tailored estate plan to help ensure your goals for your estate are achieved. We leverage our relationships with external specialists and welcome the involvement of service providers with whom you have a pre-existing relationship. As part of your estate planning team, Yorkville can help guide you through the estate planning process and provide you with the necessary financial products and services.
Additional Info
-
Thumbnail
- Back Office Support: We provide client statements, marketing material, as well as support for any required investment documentation.
- Advisor Training: We hold educational sessions to provide you with valuable information on our products, as well as to provide outlooks on markets and investment environments.
- Advisor / Client Presentations: Similar to advisor training, we provide client and advisor market and strategy updates. We discuss fiscal and monetary conditions and present any current opportunities or challenges affecting investors.
Additional Info
-
Thumbnail
Yorkville provides the following initiatives to third party dealers that offer our mutual funds on their platform:
- Advisor Support: We review client’s statements, existing strategies, and investment vehicles used. We provide account structure and asset mix advisory services to help your client achieve their investment goals.
- Advisor Training: We hold educational sessions to provide you with valuable information on our funds and strategies, as well as to provide outlooks on markets and investment environments.
- Advisor / Client Presentations: Similar to advisor training, we provide client and advisor market and strategy updates. We discuss fiscal and monetary conditions and present any current opportunities or challenges affecting investors.
- Portfolio Updates: Yorkville portfolio managers are available to provide information about changes in Yorkville portfolios and to discuss any investment opportunities.
- Advisor Site - http://yorkvilleasset.com/index.php/en/advisor-login: Our advisor site provides online access to forms, procedures, and other tools. Please contact 647.776.7480 or info@yorkvilleasset.comfor your username and password.
Additional Info
-
Thumbnail
The fundamental principle at Yorkville is to provide high quality investment and client services to not-for-profits, institutions, and family offices. Our experience with clients like you, and our specialization in risk management provides a unique perspective. As your partner, our job is to support your organization, as well as tailor our service model to meet your unique needs. Our advisory services include the design and ongoing review of your investment policy statement; providing educational seminars to your board, committees or family members; review of your other investment managers and your overall asset mix; in addition to providing advice on ad-hoc transactions.
Additional Info
-
Thumbnail
Pre-IPO investments are a compelling and attractive niche, appealing to knowledgeable investors. However, it remains challenging for investors to take ownership in quality non-publicly traded companies. These opportunities are typically available only to a limited number of select individuals known to the ownership of management of the pre-IPO company.
Yorkville has built a bridge to span the gap between retail investors and the select few who typically have access to pre-IPO investment opportunities. Together with our partners, Yorkville works directly with target pre-IPO companies to facilitate company-approved transactions.
Additional Info
-
Thumbnail
Yorkville introduces Opus Elite, an enhanced series of services for individuals who demand the best in lifestyle management. Complementing Yorkville's approach to wealth management, Opus Elite provides an à la carte series of services that help make the most efficient use of a client's most valuable resource - time.
Additional Info
-
Thumbnail
While the most common use of life insurance is to protect a person's dependents, Yorkville believes insurance is useful for much more than just a safety net for basic life protection. Through third party partners, Yorkville shares an expertise in tax-sheltered investing and advanced strategies utilizing insurance. In our comprehensive and integrated financial planning process, we can help you understand each insurance alternative and its potential benefits. Extending our own philosophy of “Managing risk, nurturing wealth”, insurance can form an active part of a personalized plan to manage risk at every stage of your personal and professional life. Insurance solutions can aid in estate planning, safeguard your family’s financial security, and potentially provide tax free payments to replace earnings, pay debts and daily living expenses.
Additional Info
-
Thumbnail
More...
The generational transfers of wealth and final contributions to society through charitable bequests are essential considerations in an individual’s life. Without proper estate planning, a significant portion of your assets could be unnecessarily lost to taxation, estate administration fees, and probate fees, reducing your ability to leave a lasting legacy for loved ones and worthy organizations.
Additional Info
-
Thumbnail
Yorkville offers discretionary portfolio management services to all of our clients, where we create and maintain a personalized investment portfolio on your behalf. In this process, our experienced team of professionals will evaluate your investment objectives and goals, along with your risk tolerance, to specifically tailor your portfolio.
Additional Info
-
Thumbnail
A select number of Yorkville products are available through third party advisors, specifically mutual fund dealers and exempt market dealers. For more information, please visit the following pages:
Additional Info
- Related Menu
-
Thumbnail
Our fundamental principle at Yorkville is to continuously provide quality investment and client services to institutions. With the launch of Yorkville in 2010, our dedicated team of industry professionals gained the opportunity to provide their investment services with the ability to further customize and improve Yorkville’s level of client service. This starts with a direct relationship with those who make the investment decisions on your behalf, followed by customized reporting and ongoing communication, transparent investment strategies, advisory services, which includes advising committee and board members on investment and risk management strategies. Yorkville also assists its clients in designing and reviewing adequate and sustainable investment policy statements.
Yorkville offers a unique level of service to our institutional clients. Customized investment strategies and reporting methods, multiple currency accounts, daily cash flow management, as well as 24/7 online access to accounts are key components of our service offerings to institutional clients. Investment strategies offered include duration matched, immunized, and laddered bond portfolios, as well as various domestic and international equity hedging and non-hedging strategies.
Additional Info
- Related Menu
-
Thumbnail
Contact Us