Tacita Capital is a private and independent Toronto-based multi-family office. We provide advanced, tax-optimized and customized portfolio and wealth management services to Canadian families of affluence.
As a privately-owned family office, we are free from the competing priorities often found in large financial institutions. Our independence means that our clients always come first.
We focus on after-tax returns. Our approach to investing is designed to reduce tax drag and enhance after-tax performance.
We are an authentic family office with an active founding family who invests alongside our clients. Our firm was built on first-hand experience managing family wealth.
Unlike many traditional portfolio managers, we are not limited to a finite solution set. Our family office accesses the full universe of public and private global investment management capabilities.
Our family office specializes in advanced portfolio and wealth management services for affluent and ultra-affluent families in Canada.
In designing each client’s portfolio, we utilize a highly diversified mix of traditional, alternative and private investments and select third-party managers, complimented by our own unique investment solutions.
Unconflicted advice grounded in deep expertise.
Our multi-family office brings together an experienced, multi-disciplinary team of professionals dedicated to helping families manage wealth with clarity, discipline, and perspective.
