Legacy Measured
in Generations

Learn More

ofo-blue-logo

A Fully Integrated Family Office Serving Canada's Ultra High Net Worth Families

Our Family Office is Canada’s first truly integrated Shared Family Office™ where affluent families protect and grow their wealth while preserving their legacy for the future. We provide customized investment management, wealth advisory and general financial oversight by developing a clear picture of your values and vision for the future.

Our name reflects and embodies our steadfast approach of putting families first, keeping families healthy and keeping families wealthy. We want you to feel as though we are your dedicated, private family office.

Our Family Office Inc., a Shared Family Office™ serving the Canadian Ultra High Net Worth market, has been selected as the winner at the 10th Annual Family Wealth Report Awards 2023 Gala in the category:

  • BEST OUTSOURCED CHIEF INVESTMENT OFFICE (CIO) IN NORTH AMERICA
beach

We provide family office services of unparalleled quality to ultra-high net worth families and private foundations in Canada.

child at beach

ofo-blue-logo

Canada's Wealthiest Families Deserve These Services

Our Family Office is a fully-integrated, customized service offering never before available to ultra high net worth Canadians. Previously, these families were forced to co-ordinate the management of their wealth and finances, resulting in higher costs and no clear picture of their overall financial situation. Our Family Office offers services enhanced by expert global partners and underpinned by a foundation of core principles that will define each client family’s experience.

  • Objective, independent, unconflicted advisory services
  • A non-transactional relationship based on knowledge, trust, guidance, and solutions – not products
  • Integrated, customized service depth and breadth, including investment management rigour, advanced planning and data assimilation
  • Economies of scale that result in lower incremental costs and greater sharing of best market and investment intelligence (i.e. technology, private equity, real estate)
  • Impact investment solutions
  • Global investment strategies, in a tax efficient structure
  • Strategic philanthropic advisory
Our Family Office Logo

Limited Number of Families
We Serve: 40

Assets Under Advisement:
$3.5 billion

Our Family Office Logo
rocks with mountains in background

ofo-blue-logo

Clients Become Part of Our Family

Our Family Office is owned in part by some of the families we serve, making it truly unique in the family office and investment advisory industries. It also allows the cost of the dedicated team of professionals to be shared by the small number of families served by the firm. The success of Our Family Office is predicated on the long-term success of our clients: a true win-win scenario.

trees looking at sky
Our Family Office – Winner for Best Outsourced CIO in North America - FWR Awards 2023 - Learn More.