Live the life you love. Let us take care of the rest.
We’ve been in the family office space for over half a century, guiding dynamic, high-net-worth families towards success. Our team of trusted advisors, bespoke services, and creative problem solving can help you manage the details of your life, so you can focus on what matters most to you.
Your time is valuable. How will you spend it?
The addition of our diverse expertise allows you to stay focused on what you value most. We can take on a little or a lot.
More time with family
More focus on professional pursuits
As one of the most comprehensive family offices in Western Canada, our diverse and experienced team is deeply invested in the ongoing success of our clients. We are confident we can solve the unique challenges you face. We seek to understand your complexity in a caring and anticipatory way and are committed to being your first and last call.
More of what you love. Less of what you don’t.