Family Office Services

Family Office Services

Imagine having a personal CFO for the whole family.

Since day one, we have made our name by giving high–net worth individuals (and their families) something priceless: More time, and financial peace of mind.

Our Family Office Services cover it all — coordinating with your investment manager and other professional advisors, and even bill payments, monthly bookkeeping, money management, tax planning and so much more. Let Tax Partners be your Chief Financial Officer. We will make sure everything (and everyone) is working together to reach your family’s goals.

Personal Affairs Management

Let us take care of the details for you, and your whole household — from bill payments, money transfers, and bookkeeping to working with your investment advisors and collaborating with other specialists on your behalf. We do what it takes to support and protect your family’s investments, business, real estate, and more.

Family Tax Planning & Advice

Family finance can be complex. Let us help you plan, then handle all the paperwork. We enjoy filing your returns and using our experience to set you (and your family) up for success through advanced tax planning, deferral, and income splitting strategies.

Trust Planning & Tax Services

Let us show you how a trust structure can work wonders for income splitting and tax minimization. We can handle your trust planning from start to finish.

Estate & Retirement Planning

We can structure your family finances with our custom estate and retirement plans, and fine-tune them to maximize your retirement after-tax income – whether you are earning income in Canada or the United States.

Get a personal
CFO

for the whole family!

Contact us today for a FREE initial consultation appointment at [email protected] or by phone at 905-836-8755