Legacy Measured
in Generations

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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 Family Office Inc., a Shared Family Office™ serving Canadian Ultra High Net Worth families has been selected as a winner for the fourth consecutive year at the Annual Family Wealth Report Awards Gala in New York:

  • Best Tax Advisor in North America 2024
  • Best Outsourced Chief Investment Office (CIO) in North America 2023
  • Best Multi-Family Office (Up to and including $2.5 Billion AUM/AUA) 2022
  • Best Multi-Family Office (New Entrant) 2021

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

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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
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Limited Number of Families
We Serve: 40

Assets Under Advisement:
$3.5 billion

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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.

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We are proud to announce the launch of The Our Family Office Podcast - Learn More.