Tom Moniz is a Shareholder in the Business Practice Group, where he assists clients on all aspects of business and estate planning, including:
Trust and estate planning
Trust and estate administration
Business formation and transactions
Business consulting and succession planning
Mergers and Acquisitions
Real estate
Benefit Corporations
Nonprofit and tax exemption
Tom’s clients often view him as a legacy advisor. As such, Tom uses a personal, connected approach to work with clients and their families related to their unique business needs, personal needs and assets in conjunction with their estate plans. Tom especially enjoys working collaboratively and strategically with clients and their team of other trusted advisors – an approach that he believes adds value now and for successive generations.
Additionally, Tom is the Chair of the firm’s Nonprofit and Tax Exemption section. Tom counsels clients on a variety of matters including tax exemption, nonprofit formation and governance, and Benefit Corporations.
Industries
Not-for-profit Organizations and Foundations
Industries
Not-for-profit Organizations and Foundations
Language Skills
English
Language Skills
English
Specialty Groups
Bio
Tom Moniz is a Shareholder in the Business Practice Group, where he assists clients on all aspects of business and estate planning, including:
Trust and estate planning
Trust and estate administration
Business formation and transactions
Business consulting and succession planning
Mergers and Acquisitions
Real estate
Benefit Corporations
Nonprofit and tax exemption
Tom’s clients often view him as a legacy advisor. As such, Tom uses a personal, connected approach to work with clients and their families related to their unique business needs, personal needs and assets in conjunction with their estate plans. Tom especially enjoys working collaboratively and strategically with clients and their team of other trusted advisors – an approach that he believes adds value now and for successive generations.
Additionally, Tom is the Chair of the firm’s Nonprofit and Tax Exemption section. Tom counsels clients on a variety of matters including tax exemption, nonprofit formation and governance, and Benefit Corporations.
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
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