Secure Your Financial Legacy with Expert Planning

Led by Courtney Anderson, our Founder Wealth & Succession Planning services are specifically designed for founders and business owners aiming to secure, grow, and smoothly transition their wealth. Our tailored solutions include liquidity event preparation, sophisticated wealth structuring, family governance frameworks, and strategies for long-term financial stability.

Why Wealth & Succession Planning is Essential

Planning your financial future requires thoughtful preparation well before a liquidity event such as selling your business, IPO, or major investment round. Key decisions must be addressed proactively: Should your shares be held personally, through a holding company, or a trust? Should you optimize your financial returns through dividends or increased salary? When should you consider insurance as part of your strategic financial plan? Founded Partners provides clarity and guidance for these critical decisions.

Our Comprehensive Planning Services:

• Liquidity Event Preparation: Ensure your business and financial affairs are structured optimally ahead of major financial transactions.

• Wealth Structuring: Establish effective financial frameworks using holding companies, family trusts, and strategic tax planning.

• Family Governance: Implement governance structures that align your family's vision with sustainable wealth management.

• Long-term Financial Stability: Develop tailored strategies that preserve and enhance your financial legacy.

Meet Courtney Anderson: Wealth Structuring & Succession Expert

With over 25 years of senior leadership and relationship management experience at Canada's leading financial institutions, Courtney Anderson brings unparalleled expertise to wealth structuring and succession planning. His career includes senior roles such as private banker and regional vice president, advising high net-worth individuals and business owners across industries including agriculture, construction, and professional services.

Courtney’s advisory expertise covers sophisticated wealth management strategies, corporate and family governance, ownership structures, tax optimization, and strategic philanthropy. He takes a proactive, hands-on approach, helping founders strategically structure shareholdings through holding companies, family trusts, and other tailored financial vehicles to effectively navigate funding rounds, IPOs, or business exits.

Beyond advisory, Courtney is committed to actively supporting the execution of wealth planning strategies, ensuring practical, measurable success. His extensive community engagement includes roles with the Ottawa Hospital Foundation and active participation as a community sports coach, underscoring his dedication to leadership and community involvement.

Why Choose Founded Partners?

• Deep expertise specifically tailored for founders and business owners.

• Proactive, practical solutions focused on measurable outcomes.

• Hands-on support ensuring successful implementation of wealth and succession strategies.

Plan Your Financial Future Today

Contact Founded Partners to secure your wealth, plan your succession, and achieve lasting financial peace of mind.