Multi-Family Office

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.

Contact your Harbourfront Wealth Management Advisor for more information.