Move forward with confidence. Our Family Office Services team coordinates and delivers the strategies and solutions your family needs, all managed in one relationship.

Family Office Services

Suite 2000, 330 5 Ave. S.W.
Calgary, AB
T2P 0L4

Our Commitment to Your Family

“My family needed to understand what our next chapter would look like and we wanted to work with an advisor we could trust. MNP’s Family Office team earned our trust by listening to our needs, helping us work through complex decisions, and building a detailed plan that reflects our unique situation. Now, we know what lies ahead and have peace of mind that we’re ready for whatever life brings us.” 

Family Office Services client

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Customer Testimonial

Getting started

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We understand your family's needs.

Our team is here to help you accelerate innovation, drive change and achieve your goals.

Define your family's future

You’ve worked hard to create a bright future for your family. Our team is here to help you navigate key life decisions, showing you the options so you can make choices with confidence. 

Strengthen your family and business

When working with complex family businesses, MNP takes a three-circle approach to understanding needs and identifying risks for the business, the family and the ownership team and ensuring all planning is aligned and family dynamics are addressed and managed. 

Trust, Relationship, and Harmony

A strong family is one that can communicate openly and reach decisions collaboratively. With our help, you can establish the structure and process to maintain family harmony.

The MNP family office is in a unique position to provide fully integrated planning from strategy development to implementation and ongoing oversight.

Wholistic Approach: from family to business

Customized & Tailored to Your Family

Every family has unique opportunities and challenges. That’s why our team works to understand what you need – so your family gets a plan that will reach your specific goals.

Chart an integrated financial plan and roadmap aligned with your family's vision and values.

PLAN to achieve financial goals

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Build a framework and governance that support strategic decision-making.

STRUCTURE for efficiency & effectiveness

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Comprehensive, independent oversight over the full family wealth spectrum to ensure effective management and protection.

MONITOR to assess progress

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Provide an integrated picture of family holdings, enabling clients to make fully informed decisions.

REPORT to consolidate and clarify

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Strategic guidance in navigating opportunities and challenges; execution of financial tasks to address needs and priorities.

ADVISE AND ASSIST to stay on track

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Prepare the next generation for transition to leadership and management of family wealth.

EDUCATE to engage the next generation

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