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Since no two of our clients are exactly alike, we custom-tailor our services to fit each family’s unique circumstances, needs, and goals. |
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Our services |
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This service level begins with the development of a comprehensive written financial strategy document to guide the family through the wealth accumulation, succession and depletion phases, and recommend strategies to most effectively deal with the retirement, death or disability of any and all family members. All recommendations are completely objective, in writing, and can be implemented through almost any financial services firm. An annual update of the financial plan forecast, family balance sheet, and action plan are included for a modest retainer. If you choose to have our firm implement your strategy for you, we offer a discount on asset management fees for all clients at this service level. |
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Strategic wealth enhancement |
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This service level may be appropriate in cases where the family situation and objectives are not sufficiently complex to warrant the development of a comprehensive written strategy. This service level still includes a projection of family wealth through the wealth accumulation, succession and depletion phases, and recommends strategies to most effectively deal with the retirement, death or disability of any and all family members. We provide access to efficient model portfolios, and asset management services with ongoing reporting and regular portfolio reviews. |
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Select financial services |
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For most affluent families, time is the most precious commodity. Often, it simply is not possible to stay on top of all the family’s personal and business affairs and still have time for one’s true passions, be they one’s children, grandchildren, travel, sport, fashion, charity etc. Very affluent families often have a family office operation, with bookkeepers, accountants, tax and legal expertise, and valets to attend to family business. This ensures a cohesive team that is committed to the family’s objectives. Often, these operations are embedded within one of the family’s primary businesses, because they require expertise across several disciplines, and because the cost of such a structure can be borne by the business entity. When the volume of work is not high enough to warrant an entire such operation devoted to only one family, the multi-family office is the natural solution. Our multi-family office service level provides a suite of such services across a number of affluent families. This allows you to receive a completely customized service experience at a fraction of the cost of maintaining a private family office operation. Please call us to discuss how this level of service might simplify your life. |
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Family office services |
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It all begins with an Initial Assessment and Evaluation meeting, in which we develop an understanding of your situation and objectives. At the end of this meeting you will receive a written report ‘My Life - My Wealth’, which will outline the opportunities and pitfalls of your current situation, and how we believe we will best be able to help you achieve your goals. Depending on the outcome of our initial meetings, we will recommend one of three different overall service levels, with the specific components of the service being customized for your particular situation. Our overall service levels will include some or all of the following components: Financial Planning: Life goals analysis, detailed statement of holdings and net worth, cash flow and tax analysis, financial forecasting, risk analysis in case of death or disability, asset allocation analysis and personal efficient frontier, estate tax forecast and distribution analysis, evaluation of alternative accumulation and income strategies, collaborative development of a comprehensive written strategy and action plan, regular reviews with your account manager and planning team to update your forecast and action plan. Implementation Services: customized portfolio design, selection of investment managers for portfolio components, facilitate purchase of GICs, mutual funds or asset management services, referral to Investment Counsel Portfolio Manager for separately managed accounts, standardized portfolio reporting or customized reporting, ongoing personal service and regular review meetings with your account manager and portfolio management team to confirm targets, consider asset allocation shifts, and re-balance the portfolio. |
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Initial assessment and evaluation |
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Worldsource Financial Management Inc. sponsoring mutual fund dealer. All other services provided by Page and Associates Ltd. |
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Service levels |
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Now that you know more about how we operate, why not invest an hour of your time to find out more about how we might help you enhance your own wealth? That’s about how long it will take us to complete an Initial Assessment and Evaluation meeting, after which we will complete your personalized report titled: My Life—My Wealth |
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Call us for your personalized ‘my life—my wealth’ report |
Click here to contact us online.
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Page and Associates ltd: |
