Wealth Management for Exceptionally Affluent Families
Exceptionally affluent families face very real challenges. With more capital to manage, they have more issues to address and more at risk. They may:
worry that they devote too little attention to their financial affairs,
wonder if the management of their financial affairs is too fragmented,
feel overly reliant on one family member to handle financial matters,
aren't sure how well their investment managers are performing, and
lack a thoughtful long-term wealth succession plan.
Tacita Family Office addresses the challenges of affluence in a principled, progressive and highly customized way.
Welcome to Tacivest
Customized Portfolio Management for Affluent Investors
Not every affluent family has the need for our comprehensive Family Office service. Yet many can still benefit from our unique portfolio structuring and management capabilities.
Tacivestis a customized portfolio management program designed for investors with $1 million or more of investable assets. It is based on the same wealth management philosophy we follow in our Family Office.
In keeping with our integrated approach to wealth management, we coordinate the design and management of each client's portfolio with the financial planning services provided by their financial advisor.
We are a private family office and investment counseling firm that provides progressive wealth and portfolio management services to affluent Canadians.
Tacita Family Office
Tacivest
We are also a thought-leader in the investment finance and wealth management industry. Here are some of our recent publications:
