We are thrilled to announce that Our Family Office has been named the winner of the Multi-Family Office Team Of The Year award at the 2025 Global STEP Private Client Awards.
The STEP Private Client Awards are globally recognized as a hallmark of quality in the trust and estate industry. This year’s competition was extensive, with 337 submissions from over 25 different countries. To be chosen as the winner in our category is a profound honour.
This prestigious award is a testament to the exceptional work and dedication our wonderful team provides for our clients on a day-to-day basis. We extend our sincerest thanks to all our employees for their vital role in achieving this success.
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. For more information, visit 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?