Strategic Partnership

We have entered into a strategic alliance with Ballentine Partners LLP, located in the Greater Boston Area. This partnership allows both firms to collaborate to improve as we share, hone and develop best practices with each other and immediately allows clients of Our Family Office to benefit from our close collaboration with a top multi-family office in the United States. When searching for an ideal partner, Our Family Office looked for a firm characterized by the following:

Shared values of putting clients’ interests before our own and ensuring clients get a better night’s sleep

Deep client service culture

Best practices approach to strategic asset allocation, investment management, wealth advisory and philanthropy

A sophisticated information administration platform, including client reporting

Access to top-tier global managers across a broad range of long-only and alternative asset classes and strategies

Demonstrated investment prowess, including manager search, risk analysis and performance

Market-leading credibility

Desire to assist in bringing the Our Family Office approach to the Canadian marketplace