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...
  • 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.