Family. Lifestyle. Legacy.

West Oak Family Office is a multi-family office located in the heart of downtown Calgary, Alberta and has a dedicated team with education in finance, economics, taxation, estate planning, and philanthropy. Our team are detail-oriented advocates for the small number of families we serve.

Family. Lifestyle. Legacy.

West Oak Family Office

Our purpose is to ensure that our families are able to focus their time on what matters most to them. We care deeply about our families, and we show this by simplifying the complexities that wealth can bring.

Why West Oak Family Office

West Oak Family Office, located in the heart of downtown Calgary, Alberta and has a dedicated team with education in finance, economics, taxation, estate planning, and philanthropy. Our multi-family office team are detail-oriented advocates for the small number of families we serve.

Integrated

All of the moving parts of a family’s wealth needs to speak to each other.
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Dedicated

High-Net-Worth families appreciate the benefits of dedicated professionals and service within one team and one point of contact.
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Independent

We are an advocate for our families and work for their benefit, not the benefit of anyone or anything else.
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“…We have the utmost trust and confidence in the team, and truly appreciate being able to rely on them for their guidance.”

Brian & Brenda MacNeill, Retired Executive Family
Member of the Order of Canada

“We are fortunate to work with Andrew, Kelly and the West Oak team. They are a great group of professionals who exhibit the highest standard of professionalism, integrity and care for our family…”

Allen and Joy, Retired Executive Family