In this episode of Insider Interviews with Epok Advice, we sit down with Ali Spinner, Partner in the Tax Group at Crowe Soberman and one of Canada’s most respected advisors to high-net-worth and ultra-high-net-worth families.
Ali brings deep expertise in domestic and international tax planning, complex estate and trust structures, post-mortem strategies, corporate reorganizations, philanthropy, and family-office design — and she shares how these tools really play out in practice. Together, they explore how planning evolves once families move beyond the $20M mark, the shifting role of advisors before a full family office is in place, the tax themes shaping decisions today, the risks behind aggressive strategies, and the patterns she sees in successful (and unsuccessful) intergenerational wealth transfers.
The conversation blends technical insight with the human side of wealth — communication, transparency, education, and purpose — offering a grounded, real-world look at how complex families can plan well for the future.
