Our Services

Delivering a meaningful wealth management and family office experience.

What we do

We take care of our clients, their families and their wealth.

We provide investment management and family office services, as well as an in-house operational platform enabling our team to deliver quality solutions and execute the plan for our clients in a convenient and efficient manner. We are not affiliated with any bank, financial institution or product. This reinforces our capability to operate with independence, conviction, and an unbiased approach.

Every day, we strive to make life easier for our clients and deliver peace of mind.

Wealth Architecture

Our Service Offering

Wealth architecture is our craft, and the trust of our clients is the driving force behind everything we do.

Investment Management

A disciplined institutional investment process that focuses on managing risk and the attainment of your specific goals. We cover traditional and non-traditional asset classes.

Family Office Services

Personalized wealth planning, coordination, and education services that go beyond investments to deliver a comprehensive wealth management solution and a customized, streamlined experience.

Investment Platform

Infrastructure, technology and operational capabilities that allows us to execute the investment management plan and provide reliable consolidated reporting.

Investment Management

Acting as Chief Investment Officer, we help you achieve your financial goals with complete independence and objectivity:

Sourcing

  • Access to institutional and best-in-class investment solutions
  • Seeking new opportunities via our vast network and expertise
  • Rigorous due diligence screening

Managing

  • Identification and prioritization of your investment objectives
  • Development of a customized Investment Policy Statement
  • Selection of traditional and non-traditional investment managers
  • Construction and management of tax-efficient investment portfolios

Monitoring

  • Continuous and proactive review of your personal situation and objectives
  • Ongoing due diligence on investment managers and private investments
  • Portfolio monitoring with proprietary tools and technology

Family Office Services

We take the time to analyze and understand your unique situation, tailoring our services to complement your specific needs, including:

Wealth Planning

  • Analysis of the main dimensions of wealth
  • Clarification of personal and financial goals
  • Establishing a holistic and customized wealth management plan

Wealth Coordination

  • Execution of the wealth management plan
  • Dynamic ecosystem of best-in-class service providers
  • Collaboration and coordination according to your needs:
    • Family governance
    • Retirement
    • Succession
    • Accounting
    • Tax
    • Insurance
    • Legal
    • Philanthropy

Education

  • Altium Academy
  • Personalized support for all members and generations of a family
  • Private seminars, conferences and retreats

Investment Platform

We provide the infrastructure, future-forward technology, and operational efficiency to manage your investment portfolio with advantages such as:

Industry Access

  • Curated ecosystem of financial industry experts, providers, and investment opportunities
  • Access to best-in-class traditional and non-traditional asset classes
  • Access to institutional pricing

Investment Operations

  • Holding and consolidation of assets held with the custodian of a Canadian chartered bank
  • In-house execution of all transactions, ensuring operational efficiency
  • Tax optimization

Technology

  • Consolidated reporting of your overall investment portfolio
  • Secure, innovative, and confidential platform
  • Online access

Arrange a meeting

We offer discreet and personal consultations. To schedule a meeting, please contact a member of our team.

Book a meeting