A Fully Integrated Family Office Serving Canada's Ultra High Net Worth Families
Our Family Office is Canada’s first truly integrated multi-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 has been selected as a finalist for the Seventh Annual Family Wealth Report Awards 2020 for North America in three categories
- Multi-Family Office (New Entrant)
- Multi-Family Office (Client Initiative)
- Consultants to Private Clients: Tax & Accountancy Advice
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 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
- Strategic Alliance with Ballentine Partner's LLP
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.