Mandate & appetite
- Preferred strategies
- Core
- Target geographies
- —
- Typical ticket
- —
- AUM
- $3.8bn
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Our Family Office, based in Canada, is the first integrated Shared Family Office for ultra-high net worth families, specializing in wealth management and preservation. With $3.5 billion in assets under advisement, the firm focuses on customized investment strategies and impact investing for a select clientele, ensuring objective and independent advisory services.
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