Family Office: An Integrated Approach to Managing Your Wealth
When wealth, business and family intersect, complexity calls for a comprehensive approach. It is in this spirit that Mallette offers its Family Office services: a single point of access that is rigorous, structured and human-focused.
“We help families structure their priorities with method, discretion and sound judgment, so that today’s decisions support tomorrow’s ambitions.”
Maude Vigneault – Family Office Lead
0
advisor
0
areas of expertise
0
% tailored
Each situation calls for the right expert. Our role is to coordinate them over time, guided by a global perspective and a fully tailored solution for each family.
Expertise mobilized based on your needs
The difference that matters.
People at the Core
We take the time to understand your story, your values and the dynamics unique to your family, in order to provide support that is thoughtful, sustainable and fully aligned with your reality.
A Single Contact
We centralize expertise and communications to simplify coordination and streamline decision-making, providing you with a unified and seamless experience.
Confidentiality
We act with the discretion, trust and judgment required to manage the most sensitive wealth, family and succession matters.
Members of our Family Office
FAQ - Family office
Who is a family office service 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, advanced tax considerations, philanthropy or cross-border elements. If your situation requires coordinating multiple advisors and decisions at once, our multi-family office acts as the “conductor” that simplifies and secures the process.
What is the difference between a family office and an investment advisor?
An investment advisor typically focuses on portfolio management. A family office goes much further by coordinating your overall strategy: financial planning, tax optimization, insurance, family governance, succession, accounting and administration, legal matters, reporting and philanthropy. The goal is to align all decisions within a single, structured and comprehensive framework.
Do you work with our existing advisors (bank, notary, lawyer, portfolio manager)?
Yes. Our family office integrates with your existing ecosystem and acts as a central coordination point. We clarify roles, establish governance (who decides what, when and based on which values), and ensure that each matter progresses consistently—across tax, structures, compliance, strategy and follow-up.
If you do not yet have all your advisors in place, this is the ideal time to work with us. Mallette brings together all the required expertise internally (tax, corporate finance, legal, accounting, HR, planning), simplifying communication, accelerating execution and providing a much more comprehensive view.
How does the engagement start and what do you get quickly?
We begin with a diagnostic: inventory of assets and entities, consolidated overview, meetings with key 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, responsibilities, and a structured follow-up framework (portfolio monitoring, reporting, periodic meetings). The goal is to quickly move from complexity to a clear, actionable and controlled plan.