Multi-family office
Your wealth,
our purpose
Brightstone is a Montreal-based multi-family office integrating wealth management, trust and estate administration, and custody services, within a single, independently governed platform of international scale. Our teams work with families, high-net-worth individuals, communities and institutional clients to protect and grow their wealth.
Brightstone Financial Group
Years of expertise behind every mandate
Our teams include professionals who have been with us for more than fifteen years, bringing extensive experience from both Canada and abroad. This stability translates into an integrated approach to wealth management, trust and estate administration, and custody services, designed to simplify the stewardship of complex wealth.
Our solutions
All our expertise, working for what you have built
Wealth management
Investment strategies designed to grow and preserve your wealth, tailored to your financial and tax situation as well as your family and estate planning objectives.
Asset protection
Trust administration, estate administration and settlement, and custody services to protect your assets, in Canada and abroad.
Targeted expertise
Asset protection in Switzerland, 360° financial reporting, financial planning and insurance, Quebec's immigrant investor program, corporate accounting and corporate secretarial services. Targeted expertise, available within our group.
What sets us apart
Your needs and our values have shaped who we are
Total independence
Wholly owned by the firm’s management team.
A complete multi-family office
Complementary expertise in wealth management and asset protection, coordinated so that you see the whole picture. Each service operates within its own regulatory framework.
Tailored support
A service designed for complex wealth situations.
International reach
A Canadian-based firm with global reach, for wealth that crosses borders.
Our clients
Who we work for
The families and organizations that entrust us with their assets
You are seeking to optimize and secure your financial situation: withdrawals, taxation, and investments require tailored planning and rigorous execution. The integration of our services and the depth of our expertise support every step of that planning.
You are looking to optimize and secure your financial situation. You need tailored planning for your withdrawals, taxation, and investments, as well as rigorous execution. The integration of our services and the depth of our expertise support every step of that planning.
You manage multigenerational family structures driven by governance, legacy and stewardship issues. Your needs span the coordination of specialists, estate planning, custody services, 360° consolidated reporting and a long-term investment approach, in Canada and internationally.
You are a foundation, an institutional investor or a First Nation or Indigenous people requiring trust services, custody services, advisory support, and an open, independent investment platform. We work with you on your investment policies, your risk management, your governance questions and your accountability to those you report to.
Insights
Our recent articles
Management buyout | Norton Rose
Norton Rose Fulbright looks back at the management buyout that transferred ownership of Brightstone Financial Group to members of its management team. The firm advised management on the structuring of the transaction, the shareholders’ agreements and the regulatory approvals obtained from the Autorité des marchés financiers.
The Weighing Machine in Zero Gravity
Michael Keenan, Chief Investment Officer at 1642 Capital, sees the SpaceX IPO as a sign of a market where momentum still outweighs fundamentals. Drawing on Benjamin Graham, he argues that the weighing machine will eventually make re-entry.
Corporate Announcement – Brightstone Financial Group Inc.
Blue Bridge Wealth Management becomes Brightstone Financial Group. Six partners acquire the Montreal-based multi-family office, present in Canada and Switzerland.
Two Cheers For Diversification
Michael Keenan, Chief Investment Officer at 1642 Capital, examines why portfolio diversification remains relevant despite the dominance of large U.S. technology companies.
Five Good Reasons to Conduct a Portfolio Diagnostic Today
Félix Boyer, Vice President, Client Partnerships at 1642 Capital, outlines five reasons to review your portfolio in 2026: improved offerings, complexity, markets, fees and objectives.
New generation: from estate planning to a more international approach
Cédric Cayla, President of 1642 Capital, compares family offices in Canada and Europe: estate planning and an international outlook.
Let’s discuss your ambitions.
Every wealth story is unique.
Our professionals are here to listen and to build a strategy that matches your ambitions.