In the 90’s the pillars collapsed and were replaced with financial planning as offered by sole advisors in isolation of other advisors and disciplines. That was still too narrow a focus and in the last few years, the planning and wealth management advisory firm has grown. 

Over the generations, thousands of wealthy American and European families have learned to rely on a centralized office to manage their financial affairs, plan for different family generations, and coordinate with other trusted advisors to shelter against inconsistent advice.  

Now, the same reliable service is available to Canadian families with The Family Office™