{"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":"2022-11-09T13:30:18","modified_gmt":"2022-11-09T20:30:18","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
\nFAMILY OFFICE?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tA Family Office is a private office, who develops and manages a framework to assist\nhigh net worth families with sophisticated tax and investment management as well\nas softer yet equally pressing factors such as philanthropy, wealth transition, next\ngeneration engagement and education.\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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INTEGRATED
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All of the moving parts of a family\u2019s wealth need to speak to each other.<\/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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DEDICATED<\/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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High-Net-Worth families appreciate the benefits of dedicated professionals and service within one team and 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

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INDEPENDENT<\/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 are an advocate for our families and work for their benefit, not the benefit of
anyone or anything else.<\/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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Administration<\/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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\n\t\t\t\t\t\t\t\t\tWe stay ahead of and manage cash flows, installments and filings, corporate and trust\nstructures, liaising with\nprivate banking, accounting, and legal.\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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\n\t\t\t\t\t\t\t\t\tWe develop a set of personal consolidated financial statements that\nsummarizes all assets and\nstructures and the\ncorresponding moving\nparts of each component.\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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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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\n\t\t\t\t\t\t\t\t\tWe understand the tax landscape and are\nproactive with families\non ways to manage\nchanges in the political\nenvironment that will\nimpact their wealth.\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
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We manage a disciplined framework to help create consistent and predictable
outcomes our 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\t<\/div>\n\t\t<\/section>\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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\n\t\t\t\t\t\t\t\t\tWe work with families to build a plan that focuses on\nthe long term for what they\nwant their capital to\naccomplish for themselves,\ntheir family and their\ncommunity.\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 have experience by having seen what other
successful families have
done and can help guide
and create ideas that
resonate with each family.<\/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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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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\n\t\t\t\t\t\t\t\t\tWe work with all generations of the family\nto create their own\nwealth framework and\nto provide education and\nliteracy where needed.\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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