We are proud to announce that Our Family Office has been named as a finalist for Multi-Family Office Team of the Year in the annual STEP Private Client Awards. This global award is among the most prestigious in the industry and is a testament to the work that our wonderful team does for clients on a day-to-day basis. Thanks to all our employees for your part in this!
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.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?