Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
First Affiliated is a privately owned multi-family office based in Collingwood, Canada, founded in 1989. It specializes in wealth management, family governance, international tax planning, estate and succession planning, serving high-net-worth families and clients.
Unlock mandates & allocation signals
See First Affiliated Holdings Inc.'s active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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