Bespoke wealth management tailored to your family enterprise

 

Preserving and growing wealth is about more than just the numbers – it requires a deep understanding of our clients’ aspirations, unique circumstances, and family dynamics. At Kopas Advisory Group, we pride ourselves on being adept at navigating this complex landscape, utilizing a “family office” approach and more than 100+ years of combined experience to serve our affluent clients with astute understanding and unwavering dedication.

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Your executive team

Our team of seasoned professionals hold some of the most distinguished designations in the industry, which we utilize alongside decades of experience to guide you in your quest for financial freedom through financial and estate planning. Our goal is to provide you with ongoing support and guidance throughout your life journey.

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A “family office” approach

Our valued clients discover the power of a true “family office” framework, tailored to their unique goals. We work with our clients to understand their unique guiding principles that set the framework for wealth transfer to the next generation and beyond, and specialize in guiding families through the intricate intersection of ownership, family dynamics, and business continuity.

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Our cross-border solutions

Our proven expertise allows our clients to navigate best practices for dual citizens living in Canada. We offer solutions to help clients optimize their wealth and plan their estate, and establish an oversight team of external cross-border professionals to provide ongoing guidance.

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Discover why our clients become clients for life

 

Get in touch with our team today

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