A family office is a private firm that helps wealthy individuals or families manage their money. In addition to wealth management, it covers investments, tax planning, and estate management. For families managing significant wealth, a family office offers something essential. A family office brings together experienced professionals who handle the details, so your time and energy can be used where they matter most.
Track record is one of the most important criteria. If a family office boasts about experience, we want proof. Show us portfolios, past successes, and clients who end up wealthier than before. We’re looking for a team that’s survived market dips and recessions.
Financial expertise is essential. We want a family office that can juggle everything from investment management to tax planning without dropping the ball. If all they do is basic accounting, that’s just a fancy calculator. We’re looking for wealth management, estate planning, philanthropy guidance, and maybe someone who can stop a family member from “investing” in something questionable.
Privacy is another must-have for family offices. If you’re trusting someone with your family’s money, you need to know they won’t spill your secrets over cocktails. Check how seriously they take confidentiality. A good family office should keep sensitive information locked down.
Family Office in Canada
Tacita Capital is a family office in Toronto that helps wealthy Canadian families manage their money with care and common sense. Since 2005, they have provided customized investment strategies that focus on tax efficiency, going beyond standard options. Whether clients want to invest in public markets, private equity, real estate, or hedge funds, Tacita Capital creates portfolios that fit their specific needs.
Tacita Capital Location2020-150 King St W, Toronto, ON M5H 1J9
Tacita Capital Phone Number(416) 640-6740
Tacita Capital Website
Family Office in Canada
Boreal Family Office is a wealth advisory firm located in Toronto. They help wealthy families make smart financial decisions that last. The firm combines expert knowledge with a friendly approach. Their guidance covers everything from investment planning to transferring wealth between generations. Advisors like Niko Deng and Adam Yao lead the team, which focuses on educating clients.
Boreal Family Office Location49 Wellington St E #301, Toronto, ON M5E 1C9
Family Office in Canada
Northwood Family Office is a Canadian multi-family office that provides integrated services, including investment management, wealth administration, and family engagement, tailored to affluent families. They emphasize a holistic approach, addressing both financial and human capital to preserve and grow wealth across generations.
Northwood Family Office Location130 King Street West, Suite 2250, Toronto, ON M5X 1C8
Northwood Family Office Phone Number(416) 502-1245
Family Office in Canada
Our Family Office is Canada's first fully integrated Shared Family Office™, dedicated to serving ultra-high-net-worth families by providing customized investment management, wealth advisory, and comprehensive financial oversight. The firm offers a broad spectrum of services such as family governance development, tax and estate planning, risk management, and investment policy development.
Our Family Office Location2 Queen St. East, Suite 801, Toronto, ON M5C 3G7
Our Family Office Phone Number(416) 304-9800
Reviews by Best Rated in Canada
Read our reviews to find the best family office in Canada.
