Our Family Office division works with a number of successful Canadian families who have accumulated wealth that will last for multiple generations. We help them to manage large investment portfolios with diversified strategies including alternative asset classes like real estate, hedge funds and private equity and we do deep due diligence on the underlying money managers that we select to help implement the investment strategies. This work informs our investment committee in terms of selection of approved sub advisors that we bring to the rest of our investment management clients. Similarly, the complexity in tax and planning that we manage for our Family Office clients highlights strategies that may be applicable for other clients of our tax and financial planning services. In addition, there are some special education and governance services that are necessary to help families preserve and grow their wealth for future generations. This sensitivity to values and financial literacy for next generation family members is beneficial in general and we can introduce these ideas with other client families that are interested.
Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.