Westmount’s Family Office service provides a centralized management and diligence structure for optimizing generational wealth.
From connecting you with specialized expertise to supporting your long-term legacy and wealth transfer goals, Westmount serves as the central organizing principle.
Our Family Office is designed to be lean, flexible, and tailored to your specific financial and lifestyle needs. The process begins with a thorough examination of your goals and challenges from a personal, investment, and business perspective.
From there, we will develop a comprehensive strategy, leveraging our deep investment management, financial planning, and family governance expertise. We’ll also incorporate the external advisors who comprise your broader financial world into the fold, ensuring everyone is moving harmoniously and in sync with your vision.
Go further with our curated external advisor network
Family Office clients who need even more specialized support can leverage our curated network of the top accountants, estate planners, insurance agents, and other professionals across the industry.
We approach the process of sourcing, vetting, and integrating these advisors the same way we approach our investments: by employing a rigorous research and diligence methodology and actively monitoring those who pass our filters. Our process involves:
Sourcing suitable advisors who can best address your needs as articulated during the discovery phase.
Vetting selected advisors for the requisite experience, expertise, and track record, filtering out those advisors who fail to meet our rigorous standards.
Integrating those that do into your broader financial ecosystem. Westmount connects the dots, ensuring everyone is on the same page and making progress toward the same outcomes.
Monitoring selected advisors for continued adherence to our high performance, client service, and quality standards, and ensuring an outstanding client experience overall.
We're here to help you focus on what matters most.
Ready to get started? Get in touch with our Family Office Services team today.