Looking to evolve your practice?
Harbourfront’s family office division supports advisors servicing client families with assets of $10 million to $100 million, providing:
- Wealth Management
- Estate and Legacy Planning
- Accounting and Tax Planning
- Risk Management Strategies
- Philanthropy and Charitable Giving
- Insurance Analysis and Strategies
- Business Advisory and Coaching
- Business Succession Planning
- Trust and Beneficiary Services
- Family Strategy and Governance
- Family Communication & Goal Setting
- Family Financial Education
- Wealth and Property Transfers
- Concierge and Lifestyle Management
The Harbourfront Multi-Family Office team consists of both in-house and outsourced experts in every discipline, working collaboratively to provide solutions to complex family needs. A family office is ideal for individuals, business owners and families who need personalized expertise in a broad range of disciplines in wealth management.
Harbourfront Wealth Management is a rapidly growing independent firm with 28 branches across Canada. Additionally, Harbourfront services US clients through its affiliate, Harbourfront Wealth America Inc.
Autonomy, entrepreneurship, and working in partnership best describe Harbourfront’s independent business model. Client interests remain at the heart of our decision-making. By choosing an independent firm like Harbourfront, advisors are better positioned to access unique opportunities for clients with the freedom to choose what works best for individuals and families.
We believe diversification spans beyond stocks and bonds and Harbourfront specializes in and offers alternative investments such as private credit, private real estate, and private equity in client portfolios when appropriate.
Our commitment is to help bring true financial independence to Canadians. With innovative investment solutions, state-of-the-art technology, and a client-first culture of excellence, are raising the industry bar and our clients’ experiences.
Learn more about evolving your practice and joining Harbourfront Wealth Management.
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