Family Office
We Build Projects That Last
For families whose affairs have outgrown a single advisor.
Faithful. Forward.
We hold the centre of a family’s financial affairs, so the pieces answer to one another rather than to five separate offices.
Planning, investment management and coordination are delivered by Ollie Grant Private Wealth. Tax solutions are delivered by Ollie Grant Tax Solutions and insurance through the affiliated agency, each under common control, and clients are never required to use an affiliated company.
Attorneys, trustees and outside specialists are engaged directly by the client. We coordinate; we do not stand between you and your counsel.
What the office covers
Consolidated reporting
Cash management and bill pay
Entity and partnership administration
Philanthropic vehicles
Advisor and counsel coordination
Next-generation education
What the office covers
Consolidated reporting
Cash management and bill pay
Entity and partnership administration
Philanthropic vehicles
Advisor and counsel coordination
Next-generation education
One office, so nothing falls between the people you already trust.
Faithful. Forward.
Important Disclosures
Where a service is delivered by an affiliated company or an outside professional, the note says so.
1
Tax services
Tax solutions and tax planning are provided by Ollie Grant Tax Solutions, LLC, an affiliated company under common control. Clients are never required to use an affiliated company.
2
Legal services
Ollie Grant is not a law firm and does not provide legal advice. Estate planning documents are prepared by attorneys engaged directly by the client.
3
Insurance
Insurance is offered through an affiliated insurance agency under common control. Related persons receive insurance commissions, which presents a conflict of interest.