Family Office: Integrated Wealth Management
When wealth, business, and family intersect, complexity requires a comprehensive approach. With this in mind, Mallette offers its Family Office service: a thorough, human-centred, and fully integrated single point of contact.
“We help families structure their priorities with method, discretion, and discernment so that today’s decisions support tomorrow’s ambitions.”
Maude Vigneault – Head of Family Office
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dedicated advisor
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% tailored approach
Every situation calls for the right expert. Our role is to coordinate their interventions over time, guided by a global vision and a fully customized solution for each family.
Expertise mobilized according to your needs
The Difference That Matters
People First
We take the time to understand your story, your values, and the dynamics unique to your family in order to provide thoughtful, sustainable support that is truly aligned with your reality.
A Single Point of Contact
We centralize expertise and communications to simplify coordination and streamline decision-making, providing you with a seamless and personalized experience.
Confidentiality
We operate with the discretion, trust, and judgment required to manage the most sensitive wealth, family, and succession matters.
FAQ - Family office
Who Is a Family Office Service Designed For?
A family office is primarily designed for entrepreneurial families and more complex wealth situations: businesses to manage, real estate holdings, investments across multiple institutions, succession planning challenges, advanced tax considerations, philanthropy, or cross-border matters.
If your situation requires coordinating multiple experts and decisions at the same time, our multi-family office can become the “conductor” that simplifies and secures the entire process.
What Is the Difference Between a Family Office and an Investment Advisor?
An investment advisor mainly focuses on your portfolio. A family office goes much further.
A family office coordinates your overall strategy, including financial planning, tax optimization, insurance, family governance, succession planning, accounting and administration, legal matters, reporting, and philanthropy.
The goal is to align every decision around a single, cohesive plan, supported by consolidated oversight and structured follow-up.
Do You Work With Our Existing Professionals (Bankers, Notaries, Lawyers, Portfolio Managers)?
Yes. Our Family Office can integrate seamlessly into your existing ecosystem and act as the central coordination point.
We help clarify roles, establish governance structures (who decides what, when, and based on which values), and ensure every matter progresses consistently across taxation, structures, compliance, strategy, and ongoing oversight.
And if you do not yet have all your professionals in place, this is precisely the right time to work with us. Mallette already brings together all the required expertise under one roof, including taxation, corporate finance, legal services, accounting, human resources, and planning —simplifying communication, accelerating execution, and providing you with a far more thorough overall perspective.
How does the engagement begin and what do we receive quickly?
We begin with a diagnostic phase: an inventory of assets and entities, a consolidated review, meetings with the various stakeholders, identification of risks (tax, legal, financial), and prioritization of actions.
We then develop an action plan: decisions to be made, documents to implement, timeline, responsible parties, and an oversight framework (portfolio monitoring, reporting, periodic meetings).
The objective is to move quickly from “complexity” to a concrete, measurable, and well-managed plan.