A Family Office Partner for Families Who Expect More

Our clients usually have $30M+ in total family assets, but that isn't a hard rule. What matters more is complexity, multi-generational scope, and whether integrated service across investments, governance, wellbeing, and impact would add real, meaningful value.

Banks push proprietary products. Generic RIAs usually manage a portfolio and nothing else. We're fully independent, product-agnostic, and serve across all Four Quadrants of your family's wealth. One team, one plan.

Yes. We serve families across North America. Our team includes cross-border specialists for U.S. and international tax, estate, and investment structures.

We work with ultra-high-net-worth families across Canada and the U.S., capped intentionally at 300. Most have $30M+ in assets and share the same core challenges: multigenerational wealth, business interests, philanthropic ambitions, and the need for coordination across advisors, jurisdictions, and generations.

The depth we commit to requires real time. We get to know every family deeply, respond quickly, and bring the full team to each relationship. We won't compromise on that.

The work looks different for every family. Some come to us mid-liquidity event and need to move quickly. Others come with a generation about to inherit and nowhere near ready. Some need philanthropic infrastructure they can actually build a legacy on. Others need someone to coordinate the advisors and jurisdictions that have quietly multiplied over the years.

We have a dedicated team of specialists across disciplines, including investing, tax, estate planning, wellness, relational health, liquidity, family governance, and philanthropy. You'll have a primary point of contact, with the full bench available based on your needs. Our team has trust & estate practitioners, former operators of major financial institutions, and members with designations including CFA, MBA, MSc, CIM, ASA, CTM, CAIA, and FEA.