Our wealth management services

No, there are significant differences. Institutions are often tied to their own financial products, which can create conflicts of interest. An open-architecture multi-family office acts independently and in a fiduciary capacity, coordinating all of your needs under one roof, with a duty to act in your interest alone. The industry has also evolved in favour of firms that combine institutional investment expertise with a command of private wealth structures, allowing them to offer solutions suited to each situation.

There is rarely a bad time. It becomes critical, however, when an event adds complexity to your financial situation: the sale of a business, a significant inheritance, rapid growth in your assets, the arrival of children or grandchildren, a change of tax residence, or simply crossing a certain wealth threshold. That said, the earlier the thinking begins, before complexity sets in, the more time the strategies put in place have to bear fruit.

Yes. In addition to our clientele of high-net-worth families in Montréal and internationally, our teams have extensive experience with institutional clients: foundations, Indigenous communities, religious communities, pension funds and other organizations with sophisticated financial needs. A fiduciary, independent, tailored and rigorous approach is as relevant for an institution as it is for a family.