How We Do It
We chose our name as a way to embody a 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.
We provide bespoke advice and services derived from a unique understanding of your family, its strengths, challenges and goals.
We preserve the long-term health, resources and future legacy of families while empowering them to live happier lives with healthier family relationships.
We provide customized investment management, wealth advisory and general financial oversight by developing a clear picture of your values and vision for the future.
We seek to be a centre of stability and influence for affluent families who share our perspective that wealth is about so much more than just money.
Because the needs of every client are different, we create tailored solutions that not only meet our clients’ present goals, but the needs of future generations as well.
The services we provide are in partnership with Ballentine Partners, a well-established U.S.-based multi-family office, who share both our approach to business and the values we hold as people.
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.
We stand out from a very small crowd. There are several aspects of our offering that separate us from the few existing family offices in Canada. We believe these are crucial not just to our own success, but more importantly to that of the client families we work with.
Best-in-class, family-first services with lower fees
Client families as equity partners
Transparency in fees and reporting Independence and objectivity
A full range of investment management strategies
A reputable and experienced management team
Family continuity services and integratedplanning
Association with Ballentine Partners,a large U.S multi-family office
Strong technology and secure back office systems
Clear and proactive client communication
Leading-edge education programs forthe next generation