Family Office Services

Toronto
Imagine having a personal CFO for the whole family.

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.


Personal Affairs Management

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 Tax Planning & Advice

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.


Trust Planning & Tax Services

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.


Estate & Retirement Planning

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.

Toronto Skyline

Get a personal
CFO

for the whole family!

Ask about it here
Top

Visit

See a map

Address
Dynamic Funds Tower
1 Adelaide St. East
Suite 2601, P.O. Box 181
Toronto, ON
M5C 2V9

Phone 416-861-0431
Fax 416-861-0587
Email info@ClarkAndHorner.com

Email Us

   
   
 
  Email Us!
 
 

© Copyright Clark & Horner LLP 2017. All Rights Reserved. | Privacy Policy