Business Details
15 Years
experience
Your Trusted Family Office Partner for Generational Wealth Management
Northland Wealth is an independent, family-owned multi-family office that has been serving affluent Canadian families since 2011. Our mission centers on preserving and growing family wealth across generations through comprehensive financial strategies, investment management, and estate planning. We operate from our headquarters in Oakville, Ontario, and a western office in Calgary, Alberta, serving some of Canada's most prosperous families. Our expertise spans family enterprise advisory, investment strategies, financial and estate planning, family governance, and succession matters. We pride ourselves on delivering unbiased advice rooted in deep industry knowledge and a commitment to placing family interests first. Our guidance leverages strategic partnerships and access to exclusive institutional-grade investments typically reserved for major pension funds and endowments.We utilize cutting-edge technology like Addepar for transparent, consolidated reporting that empowers families with complete portfolio visibility. As fiduciary advisors, we maintain strict transparency in all fee structures and avoid conflicts of interest by earning income solely from client families. Our approach combines personalized service with global insights, addressing both financial capital and human capital development. Through initiatives like The Artisan newsletter, we educate families on multi-generational wealth preservation and alternative asset classes. Our dedication to excellence has earned recognition as one of North America's top investment advisory firms.
Services
Family Enterprise Advisory
Investment Strategies
Financial Planning
Estate Preservation
Succession Planning
Private Equity Access
Real Estate Investments
Hedge Fund Management
Wealth Technology Solutions
Family Governance Consulting
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of institutional-grade investment expertise
- Our open-architecture platform provides exclusive access to private equity and real estate managers
- We utilize Addepar for comprehensive, consolidated portfolio reporting
- We operate as fiduciary advisors with complete fee transparency
- Our team specializes in multi-generational family governance strategies
Services
Family Enterprise Advisory
Our Family Enterprise Advisory service provides comprehensive guidance for managing business-owning families. We help navigate complex ownership transitions, develop governance frameworks, and implement succession plans that preserve both financial and human capital. Our approach combines institutional expertise with personalized service to address unique family dynamics while maintaining business continuity across generations.
Private Equity Access
We provide exclusive access to institutional-grade private equity opportunities typically reserved for major pension funds. Through strategic partnerships, we offer direct investments in venture capital, buyouts, and growth equity with reduced manager fees. Our due diligence process ensures alignment with client risk profiles while maintaining diversification across asset classes and geographies.
Consolidated Reporting
Our Addepar-powered reporting system delivers real-time, consolidated visibility across all investment holdings. This includes third-party custodians, 'held away' accounts, and alternative assets like private equity and real estate. Clients receive customized performance metrics, benchmark comparisons, and risk analytics to ensure portfolios meet long-term objectives with complete transparency.
Estate Preservation
We develop customized estate planning strategies to minimize tax liabilities and ensure seamless wealth transfer between generations. Our approach integrates legal, tax, and investment considerations while maintaining liquidity for ongoing family needs. We work with trusted legal partners to implement sophisticated structures that protect family assets and preserve legacy intentions.
Family Governance
Our family governance services establish frameworks for effective decision-making across generations. We help create family constitutions, implement education programs for next-generation members, and facilitate communication protocols. These structures ensure alignment with family values while maintaining financial discipline and preparing future stewards of the family's legacy.
Questions
What distinguishes Northland Wealth from other family offices?
We combine institutional-grade investment access with personalized service, offering exclusive opportunities typically reserved for major pension funds while maintaining a family-first philosophy.
What investment options do you provide?
We offer access to private equity, real estate, hedge funds, venture capital, and alternative assets alongside traditional investments through our open-architecture platform.
How do you ensure portfolio transparency?
We use Addepar for real-time consolidated reporting that tracks all assets, including 'held away' accounts, with customizable performance metrics and benchmark comparisons.
Do you work with international families?
While based in Canada, our global network and institutional partnerships enable us to serve families with international interests and multi-jurisdictional requirements.
What is your approach to family governance?
We help establish governance frameworks, education programs, and communication protocols to ensure continuity and alignment with family values across generations.
How are your fees structured?
We operate as fiduciary advisors with transparent fee structures based on retainer agreements or assets under management, with no hidden costs or conflicts of interest.
Reviews (4)
Joseph Abramson
Jul 13, 2021
Report
I'm really enjoying myself at northland! Great team and we are creating a tremendous amount of value for our clients.
Charlie Poretti
Dec 18, 2019
Report
Northland Wealth is dedicated to ensuring all clients needs are met with astounding dedication. A family can find all their wealth management needs here.
Bryce Walker
Nov 23, 2017
Report
If you're looking for an alternative to large institutions for wealth management advice, this is the place to go!
Northland Wealth Management
Oct 16, 2016
Report
Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm founded in 2011. Through its industry leading open-architecture platform, Northland Wealthprovides our clients access toinstitutional quality traditional and alternative investment opportunities. The firm is comprised of a team of accredited professionals with an average of 25 years experience, who are dedicated to providing objective and comprehensive advicewith a focus on financial and estate planning, family governance, closely held business and succession issues.
