What exactly is a family office?

A family office is a group that works with families that require a higher level of support in organizing and structuring their investments and financial situation. By leveraging our partners at RBC Wealth Management and coordinating your existing legal and accounting professionals, we address all of your wealth planning needs in one seamless plan:

  • Organize and lead family meetings
  • Educate your children and grandchildren on financial issues
  • Help to craft your legacy and structure your Will and estate to achieve your vision
  • Collaborate with your accountant and lawyer to provide innovative strategies
  • Provide transparent fees
  • Capture and track your retirement priorities
  • Design and research charitable giving strategies
  • Handle day-to-day investment decisions within predetermined guidelines
  • Evaluate and select tax exempt insurance solutions to enhance your wealth
  • Deliver conflict free advice

Family Enterprise Advisor

As a Family Enterprise Advisor (FEA) designation holder, Shawn is able to provide you with the most innovative family business resources and tools available in Canada. The Family Enterprise XChange was created to provide a safe and collaborative community where owners can share and exchange their experience with like-minded individuals and families. Please contact Naomi at 403-317-4312 to schedule a quick 15 minute call to discover how we implement this program for the families we presently work with.