Family Office Services
Our Services
At Granite, we do more than manage wealth—we safeguard aspirations, preserve legacies, and empower families to move forward with clarity and confidence. Our passion is integrated financial advice; our purpose is your peace of mind.
We are trusted partners to entrepreneurial families—those driven by curiosity, resilience, and purpose—providing institutional-level expertise with the care and dedication of a boutique firm.
Why Choose Granite?
At Granite, our mission is to maximize what matters most to you. We understand that time is your most valuable asset, which is why we deliver exceptional investment guidance with efficiency, excellence and highly personalized service. As a boutique multi-family office, we provide agile, dedicated attention tailored to your family’s unique goals.
With deep expertise in portfolio management, we focus on minimizing risk, maximizing returns, and preserving capital in order to ensure the long-term secure growth of your family’s wealth.
Why a Multi-Family Office?
We established Granite Family Office to meet the demands of an evolving financial landscape. Our comprehensive approach integrates investment management with seamless coordination between your external advisors; breaking down silos and optimizing outcomes. As your trusted advisor, we provide clarity, alignment, and strategic oversight, allowing you to focus on what matters most.
Family Estate Planning & Wealth Transfer
We simplify and optimize estate planning and wealth transfer strategies. Serving as your family’s outsourced CIO, we collaborate closely with legal, tax and insurance advisors to protect your family’s legacy for generations to come.
Next Generation Empowerment
Preparing the next generation is key to sustaining your family’s legacy. We provide tailored education that equips your family members with fundamental principles of business, finance and stewardship. Our approach empowers them to take meaningful roles in governance, philanthropy and wealth management, ensuring they are confident, capable and aligned with your family’s values.
Philanthropy & Impact Advisory
We collaborate with families to design thoughtful philanthropic strategies that deliver measurable impact. By aligning giving initiatives with your family’s values and engaging the next generation, we strive to ensure your legacy makes a lasting difference.
Family Governance & Leadership
We help families establish effective governance structures that encourage unity, trust, and continuity across generations. Our tailored approach promotes clear decision-making, strengthens family leadership, and addresses the complexities of family dynamics, in order to ensure long-term harmony and well-being for the entire family.
Who we are
Open Architecture Investment Management
Institutional Access. Tailored Portfolios. Transparent Oversight.
At Granite, we deliver sophisticated investment strategies to private clients through our Open Architecture platform. This independent and flexible approach offers access to top-tier managers and exclusive opportunities, with solutions selected solely for their quality and alignment with your family’s goals.
Every portfolio is tailored to reflect your objectives, values, and evolving priorities. Our open framework allows us to adapt seamlessly to changing markets while optimizing risk-adjusted returns.
What You Can Expect:
- A Diverse Selection of investment opportunities across asset classes, geographies, and strategies
- Customized Portfolios aligned with your family’s unique objectives
- Flexibility & Agility to adjust as markets and priorities evolve
- Peace of Mind through independent, curated strategies
- Transparent Oversight with clear reporting and proactive management
With precision and objectivity, we manage your wealth to navigate today’s complexities and seize tomorrow’s opportunities.
Consolidated Reporting & Oversight
Our consolidated financial reporting provides clarity, efficiency, and strategic insight—simplifying decision-making and optimizing asset allocation. Through a streamlined dashboard, you gain a comprehensive, accessible view of your entire financial landscape, including investments and assets across entities and family members.
This strategic approach empowers effective planning for the future, covering key areas such as estate, tax, insurance, and philanthropy. With clear insights and proactive oversight, you’re better equipped to make informed, strategic decisions with confidence.
Philanthropy at granite
Granite Gives Back
Philanthropy is in our individual and corporate DNA. As seen in our bios, we are involved in a variety of community organizations and causes. Just as we advise our clients on the importance of elevating wealth with purpose and meaning, we believe in giving back and creating a lasting impact. In addition to the many causes we support individually, the firm spearheaded its first iteration of Granite Gives Back in April, May and June of 2024. We led a three-part course for women covering financial literacy, investing and efficient philanthropy. We also hosted the first edition of our Women’s Powership Symposium in September 2024, featuring panelists and discussions centered on wealth education, and empowering women to take ownership of their financial futures.
Stay tuned and follow us on LinkedIn to learn more about the various initiatives we are involved in.
Get in Touch with Us
Our team is ready to listen, understand, and work alongside you to meet your financial goals. Feel free to reach out to us—no question is too small, and we’re always happy to chat.
info@granitemfo.com
1100 – 1 Westmount Square, Westmount, Quebec, H3Z 2P9
+1 (514)-400-4200