About
West Oak

Our reason for being is to make your life easier. To do that, West Oak Family Office in Calgary, Alberta has brought together a dedicated team of people to support your every move ensuring that all facets of your family’s wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.

WHAT IS A
FAMILY OFFICE?

A Family Office is a private office, who develops and manages a framework to assist high net worth families with sophisticated tax and investment management as well as softer yet equally pressing factors such as philanthropy, wealth transition, next generation engagement and education.

AT WEST OAK, WE BELIEVE THERE ARE THREE CRITICAL PILLARS IN WHAT MAKES A SUCCESSFUL FAMILY OFFICE:

INTEGRATED

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

DEDICATED

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

INDEPENDENT

We are an advocate for our families and work for their benefit, not the benefit of
anyone or anything else.

WHY FAMILIES CHOOSE WEST OAK FAMILY OFFICE:

Administration

We stay ahead of and manage cash flows, installments and filings, corporate and trust structures, liaising with private banking, accounting, and legal.

Consolidated
Reporting

We develop a set of personal consolidated financial statements that summarizes all assets and structures and the corresponding moving parts of each component.

Tax

We understand the tax landscape and are proactive with families on ways to manage changes in the political environment that will impact their wealth.

Investment
Management

We manage a disciplined framework to help create consistent and predictable
outcomes our families want to achieve.

Protecting Wealth

We work with families to build a plan that focuses on the long term for what they want their capital to accomplish for themselves, their family and their community.

Transitioning
Wealth

We have experience by having seen what other
successful families have
done and can help guide
and create ideas that
resonate with each family.

Subsequent
Generations

We work with all generations of the family to create their own wealth framework and to provide education and literacy where needed.