Sometimes you need more than investment management to ensure that your wealth is in good hands. Our team not only plans but helps execute your total wealth management strategy. We coordinate with your bookkeeper, lawyer, accountant and other professionals as needed to ensure seamless financial services. This approach makes your life more simple while adding an extra layer of governance to your wealth plan. We are relentlessly dedicated to your success and take all steps to ensure that your entire team is on the same path.
Family wealth services
Every family is different but many share wealth management needs such as trusts, business succession planning, saving for education or retirement, philanthropy, estate planning and private banking. Our team involves as much of the family as you choose, providing an opportunity to educate and prepare future generations for the transition of wealth. This stewardship provides peace of mind and helps successors feel invested in preserving your family’s wealth, business and/or traditions.
Family dynamics are deeply personal and often complex. We are able to provide expert, objective advice on any generational financial matters. This may include inheritances, cottage succession planning, family trusts or other elements of your wealth plan. As a trusted partner, we can help navigate complicated decisions and conversations without any emotional burden or entanglement. We apply this same care and diplomacy to philanthropic giving, assisting our clients as they create an impact and leave a meaningful family legacy.