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Family Office Solutions

Make Family Wealth Timeless

We work with families and their children to make their wealth last for generations.

What we do:
Over the past two decades, we have been working with affluent families and their family offices to increase the financial fluency and preparedness of heirs and beneficiaries. 

Our suite of solutions provides family offices expertise that they may not have in-house when it comes to preparing the next generation to become wise and responsible stewards of family wealth.

Parents want to ensure that their children are prepared for the responsibilities and challenges that come with wealth. 

We help children with the 3 C’s of financial preparedness:

  1. Coaching
    • Goal-setting and one on one accountability 
    • Leadership training
  2. Communication
    • Family history, values, and expectations
    • Longitudinal and customized financial education and training.
  3. Continuity
    • Family Governance 
    • Habits, skills, and behaviours 

Our team is ready to work with you and your family office to guide the conversations with your heirs and beneficiaries.

Interested in learning more?

Contact us to learn how we can customize a financial education program based on your unique needs.

Prefer to chat on the phone?


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