Family Office

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OBSIDIAN FAMILY OFFICE (OFO) is disrupting and changing the Canadian multi-family office space. Our All Star Team is made of individuals from multiple different disciplines including lawyers, investment managers, accountants, tax and insurance specialists and most importantly family facilitators.

Unlike traditional banks, we do not offer off-the-shelf generic products. We begin by clarifying and setting investment values with a family and then create bespoke private equity investment strategies tailored to achieving a families’ value objectives.  The unique dynamics of each family office is taken on with tremendous care and curiosity to provide families with personalized solutions to meet their family needs.

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“Private banks often are unrealistic about the organizational adjustments and resources needed to succeed with these clients. They haven’t figured out how to offer customized business continuity and wealth management solutions that truly fit the complexities of multigenerational family enterprises.”

– Ivan Lansberg, Professor at Kellogg School of Management & Co-Founder Family Firm Institute

Another way the OFO team is disrupting the private banking and multi-family-office space is by introducing the Process of Investment Strategies Co-Creation™. Unlike traditional banks, we do not offer off-the-shelf generic products. We begin by clarifying and setting investment values with a family and then create bespoke private equity investment strategies tailored to achieving a families’ value objectives.

“In my view the best advisers are very curious individuals, like detectives, and problem solvers. They like thinking about the why’s and how’s in these systems—why did this situation happen and how could it become a stronger, healthier system. They don’t simply see themselves as purveyors of a product or technique: you need a family constitution because all families do, and I can help you write it. Without curiosity about the system, I don’t think you can be great at this practice, at this profession. I think you can be good for some situations, but I don’t think you can be great.”

– Professor John A. Davis, Founder Cambridge Family Enterprise Group

We have vetted advisors that not only embody a deep understanding and care for Families but are excited by taking on the dynamic structures that family offices face. We work with advisors who understand and care for families deeply. The unique dynamics of each family office is taken on with tremendous care and curiosity to provide families with personalized solutions to meet their family needs.

© 2019 Obsidian Advisory Group.