FAMILY OFFICE
SERVING WITH CARE
Acting as a steward for the family’s overall well-being, beyond financial matters
Acting as a steward for the family’s overall well-being, beyond financial matters
A true family office is first and foremost a provider of service of stewardship. We understand the client’s overall family dynamic including familial, business, cultural, and geographic ties before diving into financial and business matters. We then assemble the best-in-class advisors in all disciplines necessary to serve a complex family as if running an integrated corporation.
The advisors may include tax, legal, investment management, insurance, accounting, bookkeeping, charity and gifting, family counsellor, and wellness advisors.
Services
Family office services include outside counsel, in-house advisors, as well as advisors of our related entities that include a registered portfolio manager firm and an insurance advisory firm, regulated by the relevant regulatory bodies.
Financial planning
Goal-oriented planning
Cash management
Retirement
Legal & estate
Legacy and gifting
Estate planning
Family trusts
Tax & accounting
Tax planning
Bookkeeping
International and expat tax
Consulting & transaction services
Pension consulting
Business combinations and special situations
Private banking
Mortgages
Securities lending
Credit cards
Cash & investment management
Corporate and personal cash management
Liquidity management
Access to credit
Gifting and charity
Family foundations
Charity and donation planning
Offshore & insurance
Offshore insurance structures
Access to special tax regions
Note
Legal & estate, tax reporting and planning provided by third-party advisors with the process overseen and managed by Innovest Bay advisors; private banking activities provided by National Bank private banking 1859 by referral; cash and investment management provided by Hoovest Financial Inc.’s Innovest Bay Investment Council team; insurance advisory conducted by Hoovest Insurance Services Corp.