STEP Private Client Awards 2025 – Finalists Announced

We are very proud to announce that Our Family Office has been named as a finalist for the third year in a row in the Annual Global STEP Private Client Awards. This year we are finalists in the following three categories: Multi-Family Office Team of the Year, Boutique Firm of the Year (non-Legal), and Philanthropy Team of the Year. There is only one firm in the world that is a finalist in more categories, and they have four.
The STEP (Society of Trust and Estate Practitioners) Awards are seen as a hallmark of quality in the industry. The 2025 Awards saw 337 submissions from over 25 different countries. This global award is among the most prestigious in the industry and is a testament to the work that our wonderful team does for our clients on a day-to-day basis. Thanks to all our employees for your part in this!
Multi-Family Office Team of the Year
- Our Family Office – Canada
- Islandbridge – United Kingdom
- Stonehage Fleming – North America / Europe / Middle East / Africa
- First Affiliated Holdings – Canada
- TD Wealth – Canada
Boutique Firm of the Year (non-Legal)
- Our Family Office – Canada
- Acquarius – United Kingdom
- Cavenwell Group – United Arab Emirates
- Islandbridge – United Kingdom
- IMG Trust – Cayman Islands
Philanthropy Team of the Year
- Our Family Office – Canada
- Charities Aid Foundation – Canada
- Farrer & Co – United Kingdom
- IMG Trust – Cayman Islands
- Whittier Trust Company – United States
STEP is a global professional body, comprised of lawyers, accountants, financial advisors, and other practitioners that help families plan for their futures. STEP provides confidence to families by setting standards, training, and educating its members, and upholding those standards. Full STEP members, known as ‘TEPs’ are internationally recognized as experts in their field. www.step.ca.
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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.
