Family Office Services, Advisory Mandates and Access to Selected Investments in Canada

TAVINA assists high-net-worth individuals and institutional clients concerning the investment, management, preservation and transfer of their Canadian assets and provides access to carefully selected Canadian investments across all asset classes. Thereby we collaborate very closely with local specialists and/or the advisors of our clients. Our mandates include the access, selection, servicing and ongoing monitoring of solid investments as well as the support and coordination regarding estate planning issues.

„With passion and loyalty, we are committed to high-net-worth clients, families and companies, who are seeking independent and trustworthy advice and customized solutions for their complex wealth-related questions.“

Our services