{"id":1450,"date":"2022-10-26T20:51:07","date_gmt":"2022-10-27T02:51:07","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/westoakfamilyoffice-2\/?page_id=1450"},"modified":"2026-07-23T08:15:16","modified_gmt":"2026-07-23T14:15:16","slug":"about-west-oak","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/westoakfamilyoffice\/about-west-oak\/","title":{"rendered":"About West Oak"},"content":{"rendered":"\t\t
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About
\nWest Oak<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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\u2019s wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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WHAT IS A
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A Family Office is a private office, that 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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AT WEST OAK, WE BELIEVE THERE ARE THREE CRITICAL\nPILLARS IN WHAT MAKES A SUCCESSFUL FAMILY OFFICE:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Independence<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Your Family Office should work in your best interests without bias or external influences.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Dedication<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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You should want a large team of professionals to work with a small number of families so they can meet the higher expectations that wealthy families require and deserve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Integration<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Managing multi-generational wealth requires an experienced and multi-disciplinary team that can understand and integrate all your moving pieces, both now and in the years ahead, through one point of contact.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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WHY FAMILIES CHOOSE WEST OAK FAMILY OFFICE:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Tax<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We understand the tax landscape and proactively help families manage changes that affect wealth, tax minimization, and compliance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Investment Management<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We manage a disciplined framework designed to create consistent and predictable outcomes that families want to achieve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Protecting Wealth<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We work with families to build a plan focused on the long term and on what capital is meant to accomplish for themselves, their family, and their community.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Transitioning Wealth<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We bring perspective from what other successful families have done and create roadmaps that resonate with each family\u2019s circumstances.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Subsequent Generations<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We work with all generations of the family to create their own wealth framework and to provide continuous education and planning.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Consolidated Reporting<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We develop personal consolidated financial statements that summarize assets, liabilities, structures, and the moving parts behind each component.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Managing & Coordinating<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We stay ahead of cash flows, tax installments, filings, insurance payments and corporate or trust structures while liaising with private banking, accounting and legal advisors.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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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\u2019s wealth are fully understood, properly integrated, administratively maintained and fit your life, […]<\/p>\n","protected":false},"author":149,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-1450","page","type-page","status-publish","hentry"],"yoast_head":"\nAbout West Oak - West Oak Family Office<\/title>\n<meta name=\"description\" content=\"West Oak Family Office has brought together a dedicated team of people to support your every move ensuring that all facets of your family\u2019s wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/westoakfamilyoffice\/about-west-oak\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"About West Oak - 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