Wealth Signal
Edition · Edition 050 / Transferable to you · Item 01

Two-entity holding, with economics and control split

Transfers

Boersma holds through DM Trust Aggregator and DM Individual Aggregator, sells Class A economics, and leaves voting control untouched. The shape generalises down to one owner-operator: a holdco above the opco, a family trust beside it, and an estate freeze that fixes today’s value in your hands while future growth accrues to new shares held by the trust. That is the Canadian version of selling the economics and keeping the votes, and the freeze is the piece with a real deadline attached, because it only works on value that has not yet been created.

This week: pull your opco’s current share register and articles, and write down in one line who holds voting versus participating shares today. Most freezes stall because nobody can answer that from memory. Take that page to your accountant.
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