There is a fundamental difference between a wealth management offering and a Family Office. It won’t take long to figure out which is focused on the investment portfolio and selling their products and services, and who is focused on the long-term success of the family. Most wealthy families are used
Owning second or third properties for personal use creates many fond memories and are great lifestyle assets whether it is with family and friends at
When it comes to investing, wealthy families typically have more options than mass affluent investors, which changes the way they can invest. Whereas mass affluent
At West Oak Family Office, one of our guiding principles is to make our families lives easier, and we achieve that by protecting and growing
Nothing brings a family closer together than a shared purpose over shared values. Foundations provide opportunities for teaching children and young adults about giving back
We are Andrew McQuiston and Kelly Demo, the founders of West Oak Family Office. Our reason for being has always been to find better ways
High-net worth families should be aware: Ottawa will be looking your way This shouldn’t be seen as Doom and Gloom – but we’d be remiss
If you have been following our ‘Best of Calgary, According to West Oak’ then you know how passionate we all are about food. We have
There is no shortage of coffee shops and patisseries in Calgary — you could probably get in an Uber blindfolded, ask the driver to stop
It has often been said that Calgary is the biggest small town in the world. Or was it the smallest big city in the world?
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