Our family office orchestrates all your assets, so you can concentrate on what’s important:
think big.
Expertise
&
human frame
AS THE ORCHESTRA CONDUCTOR OF YOUR EXTENDED WEALTH, WE TAKE CHARGE OF THE ADMINISTRATION OF YOUR BUSINESS ACTIVITIES, SO YOU CAN CONTINUE TO THINK BIG.
From the accounting of your management company, to the tax optimization of your family trust, to the management of your personal entities, our mission is to lighten your administrative burden.
We assume the role of right-hand man and take responsibility for coordinating the various stakeholders, harmonizing business decisions and executing strategic orientations.All to give you an overall vision and genuine peace of mind.
At all times, your ambitions remain at the heart of our concerns.
OUR
SUPPORT
Administration of
assets
Overview of your
investments
Compliance and taxation
Tax optimization for
all your entities
Financial literacy
Knowledge transfer to the next generation
Conciergerie
Personalized assistance
for your personal projects
Philanthropy
Tips for structuring your
generosity actions
OUR
SUPPORT
Administration of
assets
Overview of
your investments
Compliance
and taxation
Tax optimization for
all your entities
Financial literacy
Knowledge transfer to the next generation
Conciergerie
Personalized assistance
for your personal projects
Philanthropy
Tips for structuring your generosity initiatives
Our mission
Offering you customized, integrated solutions,
to structure your wealth and manage your assets.
Personalization
Privacy
A total commitment to confidentiality and discretion.
Expertise
Direct access to a team of multidisciplinary experts.
OUR COLLABORATION PROCESS
We are committed to providing you with a simple and transparent process, from initial consultation to implementation of solutions.
Vision 360
ADMINISTRATION
We offer you a comprehensive
overview of your investments.
The family office is at the center of your business decisions and
the administration of your wealth. We manage your
requests for information and deliverables between multiple professionals and stakeholders,
to ensure your peace of mind and financial performance.
A wide range of strategies
tailored to your needs
WITH US BY YOUR SIDE, YOU HAVE A TRUSTED ALLY TO GUIDE YOUR BUSINESS DECISIONS.
Free yourself from the administrative burden thanks to our structured support, which offers you less paperwork, greater clarity, streamlined and coordinated processes between your entities, and optimized choices for you and only you.
Discover what we
can do to meet
your ambitions and
simplify your life.
Our field of action
And so much more!
- Business and human consulting
- Project and investment analysis
- Assistance in planning, buying and selling real estate
in Canada, the U.S. and abroad - Due diligence
- Financing
- Financial and disbursement projections
- Business valuation
- Negotiation and conflict resolution
- Family succession
- Tax and cross-border planning
- U.S. tax returns
- Revision of wills and estate planning
Experts at your side to
ensure your long-term success
-
Maude Jeanson
Director
I’m passionate about taxation, not for the rules per se, but for what they enable: helping entrepreneurs and families preserve and grow their wealth, with rigor, humanity… and a little ing...
-
Francys Brown
Partner
Projects are my passion and fuel, so I treat my clients' endeavors as if they were my own. I relish the challenge of unraveling the cases they bring to me and helping them shape the future. Naturally ...
-
David St-Denis
Partner
I have always had a passion for numbers, and that is what attracted me to accounting. However, I quickly realized that accounting is more than numbers, but a direct connection to passionate entreprene...
-
Julie Hébert
Director
As a notary and tax specialist, I’ve been helping entrepreneurs for over 20 years at key moments in their careers: corporate reorganizations, tax planning, mergers & acquisitions or professi...
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François Touchette
Family Office
Specialized in auditing, insurance and business consulting, I can help you grow and preserve your assets....
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I'll make sure your financial and administrative foundations are solid, the better to support your long-term decisions....
-
With my vast experience and extensive network of contacts, I'm committed to providing you with strategic advice tailored to your needs....
Our multidisciplinary team is made up of professionals in wealth management, accounting and taxation. This human-scale structure enables us to offer personalized, agile and responsive support. We believe in a sustainable approach, based on transparency, listening and mutual trust.
Let us help you make key business decisions.
COMMITTED,
AVAILABLE
AND ATTENTIVE TO
YOUR NEEDS
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