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Family Office Support

Business Video Call

For families managing significant wealth across multiple generations, jurisdictions, and structures, complexity tends to compound over time. What began as a straightforward estate plan can evolve into an intricate arrangement involving trusts in multiple countries, holding companies, charitable vehicles, and advisory relationships that require active coordination. 

 

At Everest Advisory, we support Canadian and international family offices with experienced, steady coordination that keeps all elements of a family’s wealth structure aligned.

With strong international connections — particularly throughout Asia — we help families navigate cross-border complexity with confidence and strategic clarity. 

What we will do:

  • Trust structuring and administration support; 

  • Estate and succession planning coordination; 

  • Intergenerational wealth transfer planning; 

  • Coordination of personal and financial affairs across multiple jurisdictions; 

  • Support for governance, reporting, and compliance requirements; and 

  • Cross-border trust, estate, tax, and regulatory considerations. 

Speak with an Everest professional today to explore how we can support you and your family. 

Our team is available in the following languages: 
 

  • English

  • Korean (한국어)

  • Mandarin (普通话 / 國語)

  • Cantonese (廣東話)

  • Taiwanese (台語 / 臺灣話)

  • Tagalog (Filipino)

  • Hindi (हिन्दी)

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