Family Office Support and Wealth Planning

At Everest Advisory, we provide thoughtful, bespoke support to family offices navigating the complexities of wealth preservation, intergenerational planning, and global administration. As a Canadian trust service with international reach, we help clients manage, structure, and safeguard assets with clarity and care.

Our work includes trust structuring, estate planning, and the ongoing coordination of personal and financial affairs—always tailored to reflect each family’s unique values, vision, and long-term priorities. We bring quiet rigour to complex decisions, supporting families with the insight and discretion needed to steward wealth across generations.

Whether managing assets held in Canada or coordinating structures across multiple jurisdictions, we ensure that legal, tax, and regulatory frameworks are addressed with precision, and that family office operations remain responsive, compliant, and aligned with evolving needs.

At Everest, we do not just help steward wealth—we help protect legacies, strengthen governance, and support continuity for the families we serve.