Since day one, we have made our name by giving high–net worth individuals (and their
families) something priceless: More time, and financial peace of mind.
Our Family Office Services cover it all — coordinating with your investment manager
and other professional advisors, and even bill payments, monthly bookkeeping, money
management, tax planning and so much more. Let Clark & Horner be your Chief Financial
Officer. We will make sure everything (and everyone) is working together to reach
your family’s goals.
Let us take care of the details for you, and your whole household — from bill payments,
money transfers, and bookkeeping to working with your investment advisors and collaborating
with other specialists on your behalf. We do what it takes to support and protect
your family’s investments, business, real estate, and more.
Family finance can be complex. Let us help you plan ahead, then handle all the paperwork.
We enjoy filing your returns, and using our experience to set you (and your family)
up for success through advanced tax planning, deferral, and income splitting strategies.
Let us show you how a trust structure can work wonders for income splitting and
tax minimization. We are able to handle your trust planning from start to finish.
We can structure your family finances with our custom estate and retirement plans,
and fine-tune them to maximize your retirement after-tax income – whether you are
earning income in Canada or the United States.
for the whole family!
© Copyright Clark & Horner LLP
2017. All Rights Reserved. | Privacy