Tailored to the bespoke needs and objectives of your family.
Harbourfront’s Multi-Family Office services are personalized and designed for individuals and families who are ultra-high net worth and require a multi-disciplined approach to family wealth administration.
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.
Who should consider Harbourfront’s Multi-Family Office services?
- Selling or recently sold your business.
- Significantly increased net worth or liquidity event.
- Navigating unique or complex family situations.
- Requiring cross-border wealth planning.
- Looking to extract capital from your corporation during retirement.
- Needing estate equalization or corporate planning.
- Actively involved in philanthropy initiatives or interested in charitable giving.
Ideal for individuals, business owners, and families who need personalized expertise in a broad range of disciplines in wealth management, Harbourfront offers:
- 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
We believe every individual’s goals are unique and cannot be categorized by a series of standard questions. We would be happy to discuss how our services can support your unique family wealth and legacy needs.