
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+15
Our Family Office Inc. (OFO) serves some of the most successful families in Canada. We have partnered with Ballentine Partners LLP, based in the greater Boston area, to bring unique, top-tier solutions to our clients in Canada. We act as a centre of stability and influence to assist families in preserving and growing their human, family and financial capital, ensuring healthy families for multiple generations. Our core competencies fall into six areas: Family Continuity, Investment Management, Integrated Planning, Risk Management, Strategic Philanthropy, and Family Administration. We offer advice that is purely objective, free from the conflicts of interest that often...
Investment management,portfolio architecture,strategic asset allocation,performance measurement,consolidated reporting,family continuity,family governance,communication coaching,conflict mediation,tax planning,estate planning,ownership structuring,business transition,asset protection,risk management,insurance planning,strategic philanthropy,impact investing,accounting and bookkeeping,and tax compliance
Our family office inc operates in the Financial services industry.
Our family office inc's revenue is 11m - 100m
Our family office inc has 11 - 50 employees.
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