ANNOUNCEMENT: EWP & GOWLING PRIVATE CLIENT … · 2018-12-03 · +1 416-862-3556 BRIAN COHEN...
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OVERVIEW Echelon Wealth Partners has entered into a national collaborative relationship with Gowling WLG, for the provision of private client services – in particular, wills, estate planning and estate litigation services. Our partnership was founded on our legacy of providing client service excellence. Our commitment to being the leading independent firm means we must challenge the status quo by continually striving to be the best. Gowling is the right partner for Echelon as our values and brand promise are aligned. A collaborative relationship with Gowling provides us with the ability to further serve our clients with legal and consulting advice by increasing our portfolio of products and services offerings. Our offices are in the same markets and our products and services are complementary. Our relationship with Gowling can be co-branded, marketed and promoted to extend our reach of network and ultimately better serve our clients. This collaboration provides us with a unique service offering to our competitors. CLIENT OFFERINGS This is a referral relationship, that both partners will mutually benefit from. Our relationship is not exclusive for Echelon nor Gowling. We appreciate that many of you have existing legal relationships and we do not intend to disrupt those. If you choose to use Gowling, they have provided us with a schedule of fixed or capped fee services, a discount for services and a commitment to provide us with their MFN rates (MFN rates = Most Favoured Nation Rates) for these private client services. In addition to Private Client Services, referrals to Gowling for other services will benefit your clients by providing them with access to a full service international law firm through a preferred partner. SEPTEMBER 2017 ECHELON WEALTH PARTNERS echelonpartners.com ANNOUNCEMENT: EWP & GOWLING PRIVATE CLIENT COLLABORATION SERVICE Basic wills and powers of attorney with limited tax planning advice for a couple Straightforward family trust Estate freeze presuming the client’s corporate records, financial statements and tax filings are in order, and no difficult accounting, corporate law, business or tax issues Shareholders’ agreement presuming the client’s corporate records, financial statements and tax filings are in order and there are no difficult accounting, corporate law, business or tax issues FIXED $2,200 $4,500 $12,500 $12,500 CAPPED $3,000 $5,500 $15,000 $15,000
Transcript of ANNOUNCEMENT: EWP & GOWLING PRIVATE CLIENT … · 2018-12-03 · +1 416-862-3556 BRIAN COHEN...
OVERVIEW
Echelon Wealth Partners has entered into a national collaborative relationship with Gowling WLG, for the provision of private client services – in particular, wills, estate planning and estate litigation services. Our partnership was founded on our legacy of providing client service excellence. Our commitment to being the leading independent firm means we must challenge the status quo by continually striving to be the best. Gowling is the right partner for Echelon as our values and brand promise are aligned.
A collaborative relationship with Gowling provides us with the ability to further serve our clients with legal and consulting advice by increasing our portfolio of products and services o�erings. Our o�ces are in the same markets and our products and services are complementary. Our relationship with Gowling can be co-branded, marketed and promoted to extend our reach of network and ultimately better serve our clients.
This collaboration provides us with a unique service o�ering to our competitors.
CLIENT OFFERINGS
This is a referral relationship, that both partners will mutually benefit from. Our relationship is not exclusive for Echelon nor Gowling. We appreciate that many of you have existing legal relationships and we do not intend to disrupt those. If you choose to use Gowling, they have provided us with a schedule of fixed or capped fee services, a discount for services and a commitment to provide us with their MFN rates (MFN rates = Most Favoured Nation Rates) for these private client services. In addition to Private Client Services, referrals to Gowling for other services will benefit your clients by providing them with access to a full service international law firm through a preferred partner.
SEPTEMBER 2017
ECHELON WEALTH PARTNERSechelonpartners.com
ANNOUNCEMENT:
EWP & GOWLING PRIVATE CLIENT COLLABORATION
SERVICE
Basic wills and powers of attorney with limited tax planning advice for a couple
Straightforward family trust
Estate freeze presuming the client’s corporate records, financial statements and tax filings are in order, and no di�cult accounting, corporate law, business or tax issues
Shareholders’ agreement presuming the client’s corporate records, financial statements and tax filings are in order and there are no di�cult accounting, corporate law, business or tax issues
FIXED
$2,200
$4,500
$12,500
$12,500
CAPPED
$3,000
$5,500
$15,000
$15,000
CLIENT PROCESS & PROTOCOL
A potential client would be introduced by the Advisor to a Gowling WLG partner at a meeting. Establishing good communication from the outset and a meeting at Gowling WLG o�ce will assist in inspiring client confidence. If the initial meeting is of an introductory nature without specific planning, this will be done on a no-charge basis, otherwise the Advisor and the Gowling WLG partner would agree to a fee for this meeting or subsequent meetings when a plan is proposed to the client.
By the end of the second meeting the client will have a good understanding of the proposed plan. At this point, if the client agrees, a short planning memo setting out the plan would be prepared and a fee estimate for implementa-tion of the plan will be provided. This memo developed in consultation with the Echelon Advisor.
The client would approve the plan and provide Gowling WLG with all necessary background information and specific instructions using a proprietary Gowling ‘intake’ question-naire, if appropriate.
NEXT STEPS
With the anticipation of a mid-October roll-out, we will arrange for our Branch Managers to meet the Gowling local relationship partner so you can begin to cultivate that relationship. The key client service relationship managers will be Debbie McGrath at Echelon, Brian Cohen and Andre Poles at Gowling. Debbie and Brian will be the leaders in communications across all o�ces. Support marketing materials will also be provided that you can share with your clientele.
GOWLING OVERVIEW:
* 7 o�ces across Canada, 19 globally * 1400 legal professionals* Sectors of focus: energy, financial services, life sciences, natural resources, infrastructure, real estate and tech
gowlingwlg.com
SEPTEMBER 2017EWP & GOWLING PRIVATE CLIENT COLLABORATION
ECHELON WEALTH PARTNERSechelonpartners.com
DAVID STEVENSPartner, [email protected]+1 416-862-3556
BRIAN COHENPartner, [email protected]+1 416-862-5715
ANDRE POLESPartner, [email protected]+1 416-862-4668
