Our dedicated team collaborates closely with you to gain deep insights into your aspirations, and together, we craft a pragmatic blueprint that paves the way towards achieving your objectives.
- Our Mission
Centered on family interests, grounded in compliance, and driven by professional expertise, we help families navigate the complex landscape of global tax, residency, asset structures, and succession—achieving tax efficiency, asset protection, and multi-generational continuity.
- Our Services
Family Wealth Diagnostic
Analysis of cash flow, asset composition, liabilities, and tax residency, resulting in a “Family Profile & Risk Radar Report” that visualizes family members’ identities, tax positions, assets, and risk exposures.
Fee: CAD 600.
Family Goals & Wealth Logic Blueprint
Preparation of a “Family Wealth Blueprint Report” outlining 10–20 year wealth goals and holistic planning, helping clients understand the big picture.
Fee: CAD 600.
Family Charter & Legacy Consensus
Through structured interviews, generate a “Family Meeting Summary & Action Recommendations” to clarify family governance rules, intergenerational communication items, and succession consensus.
Fee: CAD 1,200.
Annual Wealth Health Check Report
Annual review of assets, tax changes, and regulatory updates.
Fee: CAD 300.
Our process
Need Discovery & Goal-Setting
· Engage in in-depth conversations to fully understand your family structure, financial situation, values, and long-term aspirations.
· Collaboratively define core needs, specifying the problems to be solved and the objectives to be achieved.
Strategy analysis & Plan Formulation
· Systematically analyze core financial data including family assets/liabilities, income/expenditure structure, and risk preferences
· Identify key gaps and opportunities in financial planning by integrating family vision and life cycle stages
· Develop customized comprehensive plans covering tax optimization and wealth transfer goals based on quantitative analysis
· Present clear plan structures and implementation pathways to ensure strategies precisely align with family needs
Coordinated Implementation
· Assist you in executing the agreed-upon plan, such as opening accounts, establishing structures, allocating assets, or purchasing insurance.
· Act as your central coordinator to ensure all matters are completed efficiently and accurately by relevant professionals.
Ongoing Monitoring & Optimization
· Regularly review your financial status and plan progress to ensure alignment with your goals.。
· Adjust and optimize strategies promptly in response to market changes, regulatory updates, and shifts in your personal circumstances.
Establishing a Family Office is a milestone in family governance. Are you ready to begin this chapter? Complete this brief self-assessment to see where you stand on the path to building your own office.
