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.