Family Office

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Wealth Management Solutions for High-Net-Worth Families in Ottawa

At TAAG, we prioritize the management and protection of your legacy, offering tailored wealth advisory solutions for high-net-worth families in Ottawa. With over a century of combined experience, our advisors are dedicated to building relationships with our clients and offering strategic support and guidance so that you can enjoy everlasting prosperity.

We invite you to explore TAAG’s Family Office Ottawa offerings today.

Understanding Ottawa's Family Wealth Landscape

When it comes to wealth management, it can be a challenge to obtain unbiased financial guidance. Traditional institutions often lack personalized solutions and will recommend investing large sums in their in-house vehicles.

Working with independent advisors exacerbates the issue because they do not share information or consult on issues. This leaves it up to families to navigate complicated advice that fails to consider the whole financial picture.

The TAAG Family Office Ottawa team advises high-net-worth families to diversify their investments across various carefully considered vehicles. This enables our clients to leverage the benefits of diversifying wealth across multiple opportunities—including risk mitigation, increased financial resilience and long-term growth potential.

Furthermore, we have legal, accounting and financial expertise under one roof to offer comprehensive wealth management strategies that will safeguard your family legacy.

Our Commitment to Ottawa Families

Our team provides personalized family office services tailored to your objectives. Our comprehensive services encompass all aspects of prosperity, from investment and risk management to legal and accounting expertise. By leveraging TAAG’s extensive knowledge and experience, you gain transparent, holistic financial guidance. With us as your trusted advisors, you will enjoy streamlined administration, freeing you from day-to-day financial tasks and allowing you to focus on what truly matters.

The Need for Integrated Family Financial Planning

Our Family Office Ottawa advisors take a comprehensive approach that considers your family’s financial needs, objectives and circumstances to optimize financial well-being today and for future generations.

We address key areas, including wealth management, estate planning, tax strategy, retirement planning, insurance, education planning, cash flow management, and more.

Our professional team will ensure that your financial strategy is perfectly aligned with your family’s unique values, goals and aspirations.

Introducing Our Ottawa Multi-Family Office

We provide specialized family office services to high-net-worth families in the region, including:

Vision planning
Wealth and risk management
Corporate optimization
Regulatory compliance
Generational prosperity and wealth transfer
Giving and charity guidance
Concierge service

Contact us today to discuss how our comprehensive advisory services can safeguard your family’s prosperity now and in the future.

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Vision Planning for Ottawa Families

Create a cohesive vision that aligns wealth, estate and risk management strategies. Our team will analyze cash flow, tax liabilities, expenses and assets and develop a plan to meet your family’s objectives.

Wealth and Risk Management Solutions for Ottawa Families

Maximize asset performance and minimize risk with strategic management and tax planning. By prioritizing tax mitigation strategies, our family office services help reduce taxes and improve rates of return for investment vehicles.

Corporate Optimization for Ottawa Family Businesses

Enhance your business operations with a range of solutions that include acquiring staff, streamlining operations, restructuring a business, taking a business public, and more. We also hold events that foster mutually beneficial business connections within our extensive network.

Navigating Regulatory Compliance in Ottawa

Ensure regulatory compliance for your family business, wealth and estates while navigating complex legal landscapes. Our team will conduct proactive corporate investigations prior to engaging in new opportunities to mitigate risk and safeguard your investments and assets.

Preserving Generational Prosperity in Ottawa

Preserve your legacy for generations with thoughtful advance planning. We help ensure seamless wealth transfer by creating legal documents that clearly outline asset distribution, including charitable endeavours, multi-generational planning and other key considerations.

Charitable Giving Guidance for Ottawa Families

Access expert guidance and assistance with charitable initiatives to enrich your family legacy. Our Family Office Ottawa team will advise you on how best to incorporate philanthropy into your vision, empowering your family to make a real difference in the community.

Ottawa Lifestyle Concierge Services

Enjoy customized assistance for both business and personal matters so you can focus on what truly matters. Our bespoke concierge service aims to fulfill your needs, whether it’s helping plan a family holiday or facilitating complex real estate transactions.

Life Beyond Business in Ottawa

Your time is priceless, and we believe it is important to live Life. Beyond business.™

With a team of dedicated professionals under one roof, you can rest assured that your legacy is in good hands with TAAG Family Office Ottawa. We will take care of your family’s wealth management, legal and accounting needs so you can enjoy life to its fullest.

Connect with Our Ottawa Family Advisors

Contact us today for a no-obligation consultation to discuss how our comprehensive family office services can support your family’s prosperity today and for generations to come.

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Book a call today and discover how TAAG can guide you towards prosperity.