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Family Office

A single point of contact for the complex financial needs of families.

Giving families peace of mind

Wealthy families face a central challenge when managing their wealth. Their financial needs are complex and interconnected, often involving multiple professionals overseeing various parts of their affairs.

BDO Family Office provides a single point of contact for the diverse financial needs of families. We give families confidence that every element of their affairs is managed effectively. We craft sophisticated strategies that preserve wealth and protect capital. We use an integrated suite of services to create a seamless experience. BDO Family Office eliminates gaps in planning, provides effective communication, and provides the comfort that comes with true financial service integration.

Our BDO professionals bring deep expertise in a roster of services with advisors across Canada and around the world. Families and their businesses are increasingly going global. BDO Family Office excels at meeting their needs—today and for future generations.

A single point of contact for the complex financial needs of families

We recognize that the complexity of family wealth requires a full complement of services. BDO Family Office covers the entire scope of needs required by families and their businesses. We deliver our services through relationships built on discretion, trust, and a sensitivity to the unique challenges faced by families that have or are setting up a family office. BDO Family Office services include:

  • Wealth management
  • Risk management
  • Tax planning
  • Estate and succession planning
  • Administration and governance

Discovery Questionnaire

Our confidential questionnaire is designed to provide a benchmark of where your business is now in terms of its day-to-day management and succession planning activities.

Complete the questionnaire

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