`

Our Family Office Inc

Financial Services

Specialities :
Investment management
Portfolio architecture
Strategic asset allocation
Performance measurement
Consolidated reporting

+15

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Our Family Office Inc

What does Our family office inc do?+

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...

What are Our family office inc's specialties? +

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

What is Our family office inc's industry? +

Our family office inc operates in the Financial services industry.

What is Our family office inc's revenue? +

Our family office inc's revenue is 11m - 100m

What is Our family office inc's company size? +

Our family office inc has 11 - 50 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.