Who needs a Family Office? - Kerr Financial
Who needs a Family Office?

Today, more and more successful families are being overwhelmed by the sheer extent and complexity of their financial lives.  The more complex your financial situation, the more you may need the services of a family office.  Where you are selling a business and are faced with complicated decisions regarding tax, legal and financial management, a family office could handle these issues. If you are looking to build generational continuity using family trusts, philanthropy and estate planning, a family office would allow you to address all those challenges and more.  The Kerr Family Office concept is the ideal solution for obtaining complete financial management from a highly qualified dedicated team of professionals.

Kerr Financial

About Kerr

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.

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Montreal Office Kerr Financial
1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6
Tel: (514) 871-8213
Fax: (514) 393-9516

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Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892

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