Legacy Measured
in Generations

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.

We are humbled and honoured to have won several awards as judged by our peers:

  • 2025 Global Multi-Family Office Team of the Year

  • 2024 Best Tax Advisor in North America
  • 2023 Best Outsourced CIO in North America
  • 2022 Best Multi-Family Office up to $2.5 Billion in North America
  • 2021 Best Multi-Family Office (New Entrant) in North America

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

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 coordinate 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)
  • Global investment strategies, in a tax-efficient structure
  • Strategic philanthropic advisory
45 Limited Number of Families We Serve
4.1 billion Assets Under Advisement

Insights

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News & Events

Keep up to date on Our Family Office's latest firm news, events, global and regional awards, as well as the latest announcements.

Tim Cestnick's Globe & Mail Articles

Catch up on our Co-Founder and CEO, Tim Cestnick's weekly column. His status as an expert is reinforced by his role as a tax and personal finance columnist for The Globe and Mail, Canada’s most prominent national newspaper.

Investment Management

We provide tax-efficient preservation and growth of your investment assets, utilizing best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection.

Podcasts

Our Family Office proudly presents the Our Family Office Podcast. Throughout the inaugural season, host Adam Fisch speaks to various experts from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.