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.
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?