Integrated, Trusted and Accountable Family Wealth Management
The Family Office has a long history originating with “private financial offices” established by families of multi-generational wealth who required integrated, professional counsel across a wide range of financial, legal and personal matters.
First Affiliated is a leading Canadian modern-day Multi-Family Office, providing an independent, coordinated and professional approach towards wealth and lifestyle management. We are dedicated to serving the needs of our clients and their family, based upon the family’s values, opportunities and aspirations.
In this complex world, it is difficult for even the most financially astute to consider their financial and legal affairs to be optimized and under control. They rely on an array of financial, legal, insurance, investment and estate advisors, but the problem is the “silo effect” where each may provide good counsel, but there is a lack of strategic integration. We understand that wealth brings great demands and responsibilities. There are a myriad of time-consuming and complex issues that are often overlooked, misunderstood or just not managed properly. However, wealth should also bring a sense of freedom and peace of mind.
At First Affiliated, we work in concert with our client’s existing family advisors, acting as the “Family CFO” to provide integrated strategies and solutions, based on your family’s goals and aspirations, to optimize and simplify complex matters. We pull all the elements together through our unique Family Office Solution process in order to achieve maximum impact and value for all family members.
We are privately owned and as such our advice is unbiased and independent. As advisors, we sit on the same side of the table as the family. Our services are fee-based which supports our intention to provide the best integrated strategies and objective advice possible.
As a result, we enrich the lives of our clients and their family members by freeing up their time to focus on the really important things in life, while creating financial security for generations to come.