All the money in the world doesn’t mean a thing if you don’t have time to enjoy it
September 23, 2024 No Comments
The quote by Oprah Winfrey, “All the money in the world doesn’t mean a thing if you don’t have time to enjoy it,” captures a
Expert Family Office Services in Vancouver | Wealth Management for Retail Investors & Families
At Medici Family Office, we specialize in personalized financial solutions for retail investors and affluent families in Vancouver. From tax-optimized investment strategies to multi-generational legacy planning, our services are designed to grow, protect, and simplify wealth across generations—partner with us to navigate Canada’s financial landscape with confidence and precision.
Introduction
At Medici Family Office, we provide tailored family office services in Vancouver, BC, designed to help retail investors and affluent Canadian families manage, grow, and protect their wealth. Our expertise in tax-optimized wealth management, strategic estate planning, and personalized investment advisory ensures a comprehensive approach to securing your multi-generational financial legacy.
With a focus on tax-optimized strategies, business succession planning, and philanthropic legacy alignment, we offer personalized solutions to align with your long-term financial goals. Our dedicated team delivers trusted, holistic wealth solutions, helping you navigate retirement planning and generational wealth preservation with confidence.
Partner with Medici Family Office, your Vancouver-based family office experts, for guidance in building a lasting, tax-efficient legacy for generations to come.
Comprehensive Family Office Services
At Medici Family Office, we offer a full suite of family office services in Vancouver, BC, tailored for retail investors and high-net-worth families.
How Does Medici Family Office Partner with Vancouver Families & Retail Investors?
As your trusted Vancouver-based family office, we partner with retail investors and high-net-worth families, offering transparency, accountability, and creative strategies to secure your multi-generational financial legacy. Our clients trust us because we prioritize your goals—whether it’s tax-optimized wealth growth, retirement planning in BC, or legacy preservation.
- We believe your wealth deserves respect, protection, and tax-optimized growth, ensuring it thrives for generations.
- We believe families must treat their wealth as their core business, prioritizing multigenerational wealth preservation and strategic estate planning in Canada..
- We serve as your advocate in retirement planning and philanthropic strategies, delivering independent advice to achieve your long-term financial goals.
- We mediate family disagreements to ensure aligned legacy planning and harmonious decision-making for generational wealth continuity.
- We empower you to stay in control through personalized financial planning and continuous learning, tailored for Canadian retail investors.
Why We Have Developed A PRIVATE Eco-System For You?
Featured Family Office Services
Legacy Planning
Featured Legacy Planning Services
Why Legacy Planning?
- Provides Peace of Mind that you have taken the necessary steps to protect your loved ones
- Empowers family dynasties through seven generating planning
- Inspires you to focus on intergenerational priorities based on Time, Talents, and Treasures
- Clarifies what is most important in your life
- Allows you to have a meaningful impact on the lives of your children and grandchildren by passing on values and a family mission
- Estate Planning done with your heirs rather than at your heirs
- Prepares the next generation for business succession and wealth management
- Capture and preserve your personal and family story for generations to come
- Allows you to have a meaningful impact on the lives of your children and grandchildren by passing on values and a family mission
- And Provides a Legacy From The Heart!
Private Wealth Management
Featured Wealth Management Services.
Why Private Wealth Management?
- Referrals to Independent Third Party Managers and Institutional Custodians
- Customize your investment profile depending on where you are in your life journey
- Help with financial planning, retirement planning, risk management, estate planning, wealth preservation, and tax planning
- Be your own family bank
- Facilitation of your wealth management needs through our strategic partners which are highly qualified and properly licensed professionals
- Access to private equity opportunities
- Low competitive fees
- Access to private equity opportunities
- Wealth management focused on what you value rather than the value of what you own
- We understand that managing family wealth is vital to a sustainable legacy!
Business Consulting
Why Retain Our Family Office For Business Consulting?
- Get a second opinion of the strengths and weaknesses of your business structure
- Retain a private and confidential strategic consigliere to help you with important decisions
- Discuss unique solutions that reflect your circumstances and aspirations
- Exposure to expertise derived from other industries and sectors
- Explore how to empower your business by effectively using your people, processes, and products
- Access our global strategic network to enhance your presence in your local market
- Knowledge of best practices
- Our family office acts on your behalf so we align with your best interests
The Importance Of Your Own Personal Coach
Our Unique Process
Dreams do come true but only if you follow through with the implementation of the proper steps to manifest them. Unfortunately, medici Family Office has witnessed too many successful family businesses who have great buy sell agreements, estate plans, etc. in their possession, often created by leading professionals, but which documents were never executed or updated. At Medici Family Office, we like to remind our clients that money spent without proper execution is only money wasted. The road of good intentions only leads to failed desires.
Your Business Consigliere
The role of a Family Business Consigliere is to counsel business owners, and their families, through guidance, support, accountability and encouragement in creating an inspirational life story.
Meeting your desired outcomes is really determined by three elements: desire, capacity, and practice. Daryle Doden, CEO of Ambassador Enterprises, explains these core elements as follows:
The Importance of Desire
The role of a Family Business Consigliere is to counsel business owners, and their families, through guidance, support, accountability and encouragement in creating an inspirational life story.
While you were in that four-year span, you probably didn’t notice much change; from your perspective it was gradual and seamless. But if you could see the two versions of yourself standing side by side – and especially if you could talk to them both – the growth would be readily apparent.
Desire is present when you recognize a need or are attracted to a benefit. You can desire a spouse, a car, a promotion, a skill, and so on. If that desire is strong enough, you have sufficient motivation to step out of your comfort zone and accept the risk of failure.
Capacity is your potential to receive and apply the knowledge needed to fulfill a desire. Having enough personal capacity does not mean you will actually apply anything; it just means you have the potential; you are not disqualified by an insurmountable limitation.
Bill Gates On Capacity
Practice is the application that transforms a desire from theory into reality. In its earliest stages, practice is simply action – forcing your capacity to do something with your desire. Early stages of practice are often discouragingly clumsy, but they graduate from indiscriminate action to more refined action as experience introduces additional knowledge. Practice gives way to better practice, and that yields growth in any endeavor.
Michael Jordan on Practice
How does your current growth rate compare with earlier in your life? What are you currently practicing? What should you be practicing if you intend to maintain a vigorous growth rate?”
At Medici Family Office, we believe that changing your thoughts will change your beliefs which will change your habits. Therefore, your decisions about why, what, when, who, and how you practice on a daily basis have a significant impact on your trajectory for growth. To simplify, Daryle Doden looks at the main choices you can adopt to alter your trajectory.
“One strategy is to grow through more individual practice (depicted in the lighter green arrows). Growth continues but levels off slightly for two reasons. First, you are likely to see diminishing returns from simply repeating the same action, especially when restricted by your own perspective; you don’t know what you don’t know, and you can’t see what you can’t see.
Second, like most of us, you will tend to deal with that diminishing return by lowering your commitment to practice. Concluding that you’re reaching the limits of your capacity to improve, you may prematurely settle for an unnecessary ceiling. The gold arrows illustrate an alternate strategy that involves other people in the ongoing practice. Although this adds some complication, it also ignites additional engines.
A coach asks powerful questions and provides valuable external feedback. This usually includes encouragement (affirmation of what you’re doing right), exposure of blind spots (education on what you’re doing wrong), and co-creation of supporting structures, including accountability.”
Your private family business consigliere will collaborate with you to elevate your trajectory so that you can have a healthier, more fulfilling, and increased productive life. Although the ultimate trajectory is your choice, your Consigliere, along with a strategic and collaborative team, will keep you accountable to your passion, values, and purpose in life. Remember, it’s difficult to get a truly objective answer from yourself about your business, or even certain aspects of your life, but your Consigliere will always tell you the truth, even if you don’t want to hear it.
Using our innovative Seven Generation Legacy Process, Business Families can now enhance trust, improve communication, gain clarity on important leadership issues, and train the the next generation with their own private and confidential Consigliere. Effective and efficient succession planning, business transition planning, business exit planning, business financing, business expansion, mergers and acquisitions, and leadership coaching are now within your reach through Medici Family Office.
Family Business Consigliere Services are customized to your needs and can include…
- Help in developing your vision
- Creating a Common Mission statement based upon your values
- Building a Family Business governance structure
- Developing strategies for continuity
- Education and development of the next generation and successors
- Creating a strong family and business culture through unique ability management (using our proprietary Money Ball system)
- Communication building
- Project Management of goals and business opportunities
- Assistance in deal making through Medici Family Office and our Strategic Network
Medici Family Office also works with leading psychological, behavioral, and sociological experts to assist our clients better understand themselves and the people around them. After a comprehensive psychometric, behavioral, and cultural assessment, Medici Family Office helps family businesses align their true desires with their core values.
Our Fees: Please contact us today for a free initial consultation about your most important issues and urgent projects. If Medici Family Office can assist you, we will provide you with a confidential Engagement Agreement that clearly specifies your family business needs and how Medici Family Office will act as your Family Business Consigliere. Our mission is to make your business dreams come true in the quickest and most cost efficient manner. Fees start as low as $1,000 US per week for 1.5 hours of consultation.
This will be one of the best investments you, your family, and your business will ever make since true wealth can only be achieved through aligning desired results with your core values.
Why Choose Medici Family Office services for families?
Choosing the right family office services is crucial to protecting and growing your wealth. At Medici Family Office, we differentiate ourselves with:
Tailored Solutions
Every family is unique, and we customize our strategies to align with your specific needs and long-term goals.
Discreet & Trustworthy Service
We operate with the highest levels of confidentiality, ensuring your financial matters remain private and secure.
Global Expertise
Our advisors bring international experience, offering insights into cross-border wealth management, tax planning, and investment opportunities.
Long-Term Vision
Our focus is on creating multi-generational wealth strategies that sustain and grow your legacy for years to come.
Holistic Wealth Management
We take a comprehensive approach, covering everything from investment planning to estate structuring and lifestyle services.
Partnering with Medici Family Office means gaining a dedicated team committed to optimizing your financial future. Experience the difference of a family office that truly puts your interests first
Secure Your Family’s Future with Expert Vancouver Family Office Services
From Tax-Optimized Wealth Growth to Multi-Generational Legacy Planning—Start Building Your Financial Legacy Today.
“Medici Family Wealth Management – Legacy, Prosperity, and Timeless Financial Wisdom.”
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Testimonial - Happy client
Medici Family Wealth Management has been instrumental in securing my financial future. Their personalized strategies and deep market insights have helped me grow my wealth while ensuring long-term stability. I couldn’t have asked for a better team to guide me!".
Sarah Thompson
Entrepreneur
"I’ve worked with many financial advisors over the years, but none compare to the expertise and dedication of the Medici team. Their attention to detail, tailored investment approach, and genuine care for my goals have given me complete peace of mind."
James Carter
Retired Executive
From day one, Medici Family Wealth Management treated my financial goals as their own. Their strategic planning and wealth preservation strategies have set me up for success. I highly recommend their services to anyone looking for expert financial guidance.
Elena Rodriguez
Small Business Owner
Frequently Asked Questions (FAQ)
Medici Family Office offers comprehensive family office services in Vancouver, including tax-optimized investment management, multi-generational legacy planning, retirement strategies for affluent families, and business succession planning. We tailor solutions for retail investors and high-net-worth households.
We provide personalized financial planning for retail investors, focusing on tax-efficient wealth growth, risk management, and retirement planning in Vancouver. Our strategies align with Canada’s unique financial landscape to ensure long-term security.
Legacy planning ensures multi-generational wealth preservation and aligns your assets with family values. Our Vancouver estate planning services minimize tax burdens and create clear structures for transferring wealth, securing your legacy for future generations.
We specialize in tax-optimized investment strategies, estate tax minimization, and philanthropic planning to protect and grow wealth. Our Vancouver-based experts design solutions tailored to Canada’s tax regulations and your family’s goals.
As a trusted Vancouver family office, we prioritize discretion with rigorous confidential wealth management protocols. Your financial data and legacy plans remain secure, fostering trust across generations.
Get Started Today
Secure your financial future with Medici Family Office. Contact us to learn more about how our customized family office services can help you build and preserve your wealth.
