IMPORANT: During COVID-19, our team continues to meet with clients virtually, and we are also welcoming on new clients. Please contact us if you have any questions: 604-678-3003
We help navigate the complexities of family, business, and money in order to protect your wealth and legacy for generations.
In order to bring you the best ideas and strategies, we are long-time members of the Family Enterprise Exchange (FEX) and Family Firm Institute (FFI) – this allows us to keep up to date with new research around the world that we can share with the families we work with.
Our clients value the dialogue we facilitate with other experts they work with such as their legal and tax professionals – by leading conversations around family, business, and money with these experts, we ensure our clients wealth and legacy are protected.