Family Office

Coordinating an integrated wealth strategy for High Net Worth Families and maintaining communications between family members and their advisors for future generations.

High Net Worth Families engage a Family Office when their assets have grown to a point where they can no longer be effectively self-managed or managed by a fractured network of advisors. Our Family Office team of professionals will oversee and financially manage your family assets and interest by providing advice on financial matters with a complete understanding of all the family assets and liabilities.

Coordinating an integrated wealth strategy for High Net Worth Families and maintaining communications between family members and their advisers for future generations.

High-Net Worth Families engage a Family Office when their assets have grown to a point where they can no longer be effectively self-managed or managed by a fractured network of advisers. Our Family Office team of professionals will oversee and financially manage your family assets and interest by providing advice on financial matters with a complete understanding of all the family assets and liabilities.

Planning & Governance

Family and corporate governance

General education and planning

Succession planning

Evaluation of entrepreneurial ventures

Planning & Governance

Family and corporate governance

General education and planning

Succession planning

Evaluation of entrepreneurial ventures

Investment Management

Investment tracking and performance reporting

Investment Management

Investment tracking and performance reporting

Accounting & Tax

Compliance / tax preparation (quarterbacking all cross-border filings)

Financial statement preparation

Tax and estate planning

Assurance services

Accounting & Tax

Compliance / tax preparation (quarterbacking all cross-border filings)

Financial statement preparation

Tax and estate planning

Assurance services

Charitable Giving

Facilitate setting up foundations

Planning and executing charitable donations

Charitable Giving

Facilitate setting up foundations

Planning and executing charitable donations

Administration

Personal financial management

Bookkeeping services

Bill payment facilitation

Document and record management

Cash flow reporting and forecasting

Risk management

Trust administration

Real estate advisory

Administration

Personal financial management

Bookkeeping services

Bill payment facilitation

Document and record management

Cash flow reporting and forecasting

Risk management

Trust administration

Real estate advisory

Family Facilitation

Optimizing leadership/management impact

Conflict assessment and resolution services

Transfer and management of wealth

Tax, wills and estate planning

Family Facilitation

Optimizing leadership/management impact

Conflict assessment and resolution services

Transfer and management of wealth

Tax, wills and estate planning

Our Focus Is You

Why Choose Us to Advise Your Family Office

Sprackman Terrence LLP has thirty plus years to its credit, evolving from Lorne Sprackman’s Chartered Accounting practice, established in 1984, to partnering with Patricia Terrence in 2007. In those thirty plus years, we have prided ourselves in maintaining the same objective of offering quality service at high standards, with full compliance to CRA and CPA Canada regulations, while at the same time, offering innovative solutions to our clients’ needs.

Our practice combines insight from multiple disciplines and industries, as well as, continued education in ever changing Canadian taxation legislature. We are dedicated to providing you with assurance in the full scope of all financial matters, for both personal and corporate taxation, to examine all angles and determine optimal strategy for every unique situation.

Our Focus Is You

Why Choose Us to Advise Your Family Office

 

Sprackman Terrence LLP has thirty plus years to its credit, evolving from Lorne Sprackman’s Chartered Accounting practice, established in 1984, to partnering with Patricia Terrence in 2007. In those thirty plus years, we have prided ourselves in maintaining the same objective of offering quality service at high standards, with full compliance to CRA and CPA Canada regulations, while at the same time, offering innovative solutions to our clients’ needs.

Our practice combines insight from multiple disciplines and industries, as well as, continued education in ever changing Canadian taxation legislature. We are dedicated to providing you with assurance in the full scope of all financial matters, for both personal and corporate taxation, to examine all angles and determine optimal strategy for every unique situation.