Curated Strategies for Canada’s Ultra High Net Worth Families
Canada’s ultra-high net worth market is on the cusp of a massive intergenerational wealth transfer and the need for comprehensive services is more critical than ever. However, the options available today are a patchwork of products and services built with a one-size-fits-all approach. Without an integrated solution that better captures their needs in a holistic and authentic way, these individuals and families are left underserved and underrepresented.
What Canada’s wealthiest families need — and deserve — is a comprehensive solution that will meet their specific, complex and evolving requirements and expectations. That solution is Our Family Office, an innovative, strategic, and exclusive offering that provides holistic, integrated services and advice that families can rely on to protect and grow their wealth, and preserve their legacy for future generations.
Our Family Office provides bespoke advice and services derived from a unique understanding of your family, its strengths, challenges and goals. Because the needs of every client are different, we create tailored solutions that not only meet our clients’ present goals but the needs of future generations as well. We offer a broad spectrum of advice and services, which fall into six categories:
We focus on empowering families to live happier, more productive lives through effective communication, education and building and maintaining trusting relationships.
Our family continuity services include:
- Family governance development
- Leadership succession planning
- Family education
- Fostering entrepreneurship
- Family conflict mediation
- Communication coaching
We provide tax-efficient preservation and growth of your investment assets, utilizing best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection, and impact investing.
Our investment management services include:
- Investment policy development
- Strategic asset allocation
- Tactical asset allocation shifts
- Manager search and selection
- Fee negotiation
- Performance measurement
- Consolidated reporting
- Income distribution
- Impact Investing
We provide optimal structuring of your assets and liabilities, tax minimization, and the efficient transfer of your estate in a manner consistent with your mission, vision, values and goals.
Our integrated planning services:
- Tax and estate planning
- Business transition planning
- Ownership structure advice
- Retirement planning
- Financial independence capital planning
- Education planning
- Business strategy
We assess the potential impact of various risks and events in your life on the capital of your family, with measures to mitigate any potential risks integrating asset protection, and insurance with trust and estate planning.
Our risk management services include:
- Risk assessment
- Asset protection
- Insurance planning
- Reputation protection
- Review of wealth management costs
- Due diligence on advisors
- Tax risk management
We help you make a difference in your community and the world-at-large, using best practices that can foster a common set of values across generations.
Our strategic philanthropy services include:
- Mission, values and objective development
- Tax-effective gift planning
- Foundation set-up and administration
- Leadership and governance
- Program effectiveness and review
- Charity due diligence
We focus on the paperwork and related tasks that necessarily arise, such as the preparation of tax returns, bookkeeping, paying bills, and maintaining critical documentation.
Our family administration services include:
- Tax preparation
- Trust administration
- Accounting and bookkeeping services
- Consolidated reporting
- Bill payment
- Cash management
- Payroll management
Our Family Office services and fee structure are characterized by openness, accountability, and clarity. We become a centre of stability, influence and advice for families as we assist them in growing their financial assets and family heritage. Our goal is to make a positive, meaningful and lasting difference in the lives of the families we serve.
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?