Family Office | Bearing Capital Partners

Family Office

When you don’t have time
for all of the cumbersome administrative tasks,
we have a special, customized service just for people like you...

FAMILY OFFICE

Structure and Design
Data and Account Aggregation
Accounting Facilitation

Bookkeeping
Liability Management
Financing and Recapitalization

We take care of the details so you can focus on what you do best.

"With Glenn and his team at Bearing managing my holding companies I am able to concentrate on my most profitable asset: my operating company."
− Ted Arscott

"Jamie and Glenn gave us valuable strategic guidance, planning, and implementation of our financial plans. They provided customised analysis and strategic advice in determining how to structure our family companies."
− Peter and Glenda Hossack

"Not sure we have thanked you enough...with Glenn’s guidance, in the wrapping up of my mother’s estate, we were able to maximize the value of the Estate for each of the beneficiaries."
− Mary Sellors

Simply Put...

the Family Office is our way of describing how we help our clients organize and execute their affairs.

It may as simple as organizing some documentation for you, or helping you identify other professionals who can help you in other areas.

Or, it may be as complex as arranging financing, or consolidating your reporting with the help of your accounting professional.

Our approach is personal and collaborative.

Our relationship will be defined entirely by you — however, you can expect the following from us, at a minimum:

We administer and manage the entire estate with little to no supervision.
Advice free from conflicts of interest and will not sell products.
Comprehensive reporting of all activity
Direct Investment advice and execution, or investment oversight of multiple managers

When time is precious—you just can’t do it all. One call can change your life.
Contact us today for a free, no obligation consultation.

WHo Do we do it for?
Our process
A little bit about us

Our Family Office clients are actively involved in building and strengthening all aspects of their life and business. Our clients expect counsel, guidance and execution. We give them time to spend where their attention is most needed.

Your Family Office is a relationship that responds to the specific situation of each family. Understanding your needs is paramount, and requires day-to-day monitoring and management of those functions you have seen fit to download to us.

We have a trusted team that can fulfill a family's advice and administrative needs. We have a history of listening and helping when and where needed, delivering on our promises and executing according to our clients wishes.