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As wealth management professionals, we work hand-in-hand with you and your professional advisors to develop a full understanding of your investment objectives, financial needs and tolerance for risk. Following this assessment, we carefully review various investment approaches and strategic options and devise an investment blueprint, tailored to your particular situation.
Loss prevention is the most significant contributor to return enhancement. We strive to protect capital and every investment is assessed in the context of reducing the potential for loss.
Our clients have acquired significant portfolios that allow us to access mainstream and niche mandates, managed by skilled leading managers that have passed our strict screening criteria and that are not necessarily household names. Our time is spent overseeing and monitoring the selected money managers to ensure smooth implementation, adherence to investment objectives and efficient execution from a tax perspective.
We maintain clear lines of communication with accountants, tax advisors and various professionals, be they under the Richter umbrella or another affiliation so that all parties are steering in the same direction on your behalf.
Independent Wealth Management Services
Independence and objectivity are the distinguishing forces of the Richter Family Office. While we have extensive experience dealing with leading financial institutions, we are not affiliated with any of them.
Our services are offered to select high net worth groups, ensuring that each one receives truly exceptional service and personalized attention.
Richter Family Office has offices in both Montreal and Toronto.