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Chart of family office services. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.
The firm focused on looking after money for high-net-worth individuals and pension funds in the form of investment funds. [1] [2] In 1995, Charles Mawer retired from his role running the firm. [1] 2005 Manulife Investment Management selected Mawer to manage its investment funds in a subadvisory capacity. [2] [3]
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
MNP's head office is in Calgary, Alberta, and has offices from Vancouver Island to St. John's. MNP's 127 offices span across all 10 provinces, but it does not have locations in Yukon, Northwest Territories, and Nunavut. [3] With 8,000+ employees, MNP is the third largest professional service firms in Canada by headcount.
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations.
A multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth.Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and philanthropic foundation management.
In April 1995, CIBC Wood Gundy announced the acquisition of The Argosy Group, a New York-based investment banking firm involved primarily in the high-yield debt market. [3] Argosy had been founded by three Drexel Burnham Lambert alumni: Jay Bloom, Andrew Heyer, and Dean Kehler, who had worked together in Drexel's New York office in the 1980s. [6]
Starting in the 1990s, the firm saw significant growth. The firm opened an investment management office in Washington, D.C., and was granted a Cayman trust company charter in 1990, and then in 1992 formed Fiduciary Trust Company International of the South, a subsidiary created by acquiring the Miami-based Trust Company of the South.