Join Brad Jesson (Principal Family Office Advisory at a multi-family office) and Shyam Baskaran (Director of Investments at a single-family office), as they provide an overview of what a family office is, types of family offices that exist, the current family office landscape in Canada and globally, and how Chartered Business Valuators are uniquely well-positioned to contribute meaningfully within this evolving industry.

Topics will be covered with a “CBV” lens, and will include the valuation principles that can be applied in the context of working directly within a single family office or for a high-net worth family as part of a multi-family office; topic areas will include asset management, tax planning, estate planning, and other family-specific considerations.

Brad Jesson, CPA, CA, CIM – Principal, Northwood Family Office

Shyam Baskaran, CPA, CBV – Director of Investments, Smallrock Inc.

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