One question that comes up when we speak to cross-border families is this: what will happen in the future if one or both of SWAN's founders slow down or retire?
That question is especially important for families with kids, but honestly, it matters to everyone.
We very intentionally did not build SWAN Wealth around one ‘head advisor.’ That’s why it’s not called the Woodfield Group. SWAN was designed from day one as a team-based firm that outlives any one person.
Everyone here is growing with the business. Our team is being trained, mentored, and involved with clients early on. Our clients don’t just deal with one person; they know the team, and the team knows them.
In practice, that means your values, your goals, and your family story don’t live in one person’s head.
They live in the firm, the process, and the people.
So, when someone chooses to work with SWAN, they’re choosing continuity.
You’re choosing a structure that’s designed to grow alongside you and your kids, not retire out from under you.
The team-based philosophy extends well beyond SWAN.
Through our partnership with Raymond James—a Fortune 500 firm—we are supported by multiple specialized teams working behind the scenes to provide depth, expertise, and long-term continuity.
This includes:
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An accountant embedded within our practice, as well as dedicated cross‑border specialists at Raymond James, will help answer complex US–Canada questions as they arise
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A financial planning department, not just a single planner, ensures plans are built, reviewed, and supported collaboratively
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A cross‑border tax team, so knowledge and insight are not reliant on one individual
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A Raymond James analyst team supporting portfolio research and investment decisions
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Trust and estate partners, including Solus Trust, to help support multigenerational planning
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Dedicated expertise around donor‑advised funds, trust accounting, and complex structures
Together, this structure ensures that continuity, institutional knowledge, and oversight are built into everything we do.
The result is a firm designed around continuity, legacy, and values.
Your plan is supported by people, processes, and institutions that are built to last, evolve, and serve your family well beyond any single chapter or individual.
