What We Do
Optimize your wealth and protect your families financial future from erosive taxation with our proven tailored solutions. We structure flexible and effective wealth solutions tailored around individuals and their families. These are as efficient as they are secure and let clients enjoy the peace of mind knowing their wealth will be protected and transferred as they wish!
Estate Maximization with Liquidity for Business Owners
Please watch this short video on a highly effective strategy business owners use to minimize tax, tax shelter growth, access tax-free proceeds and maximize their estate.
Tax Efficient Wealth Accumulation
Our personal and corporate solutions offer clients the ability to keep more cash in their pocket through tax-sheltered growth and tax-free proceeds.
Who We Serve
As a trusted advisory firm to some of the country’s most affluent families, private companies and family offices, we bring significant experience and integrated service capabilities to our clients. We deliver an extensive, professional network of advisors and resources, offering best in class solutions, knowledge and proven results, tailored to each clients unique and personal needs and circumstances.
“Jordan has has provided me with a highly professional and personalised face to face right from our first meeting with my accountant. His recommendations have always been valued and appropriate, particularly when considered in the context of the turbulent investment markets. His solutions have put significantly more money from my corporate investments not only into my pocket tax effectively but helped create a fantastic tax efficient wealth transfer plan in place for my family for generations to come.”
“I have continued to find his personal, yet highly professional approach very reassuring at all times. He delivers clear and comprehensive guidance on a wide range of complicated estate planning issues with the utmost integrity, and nothing is ever too much trouble for him. I would be very pleased to recommend the Donsky’s to anyone who is looking for an exceptional advisory team.”
“The advice and strategy I have received from this firm has been outstanding! My finances would not be what they are today without his invaluable advice and guidance. I highly recommend them to anyone looking to boost long term returns with no risk to my capital and looking to leave more to your family through tax sheltered growth and tax efficient solutions.”
“Both Gordon and Jordan have spent time with my wife and me discussing and advising us on longer term strategies to ensure a sensible approach to our retirement plans and corporate tax-exempt solutions that no accountant firm told us about, but quickly got on board after we all met. They are very approachable, listen to our requirements and respond quickly to any concerns or queries. We have trusted their advice for many years and would have no hesitation recommending them to other potential clients.”