We’re with you every step of the way.BUSINESS ADVISORY & FAMILY OFFICE SERVICES
You’ve got a goal. We can help.There’s no situation we can’t tackle together.
My business is in distress. What's my next move?
Help! I’m managing through a crisis, what’s my first step?
If I pass away unexpectedly, what happens to my money and family?
What can I do to optimize my investments?
I want to sell my business. Where do I start?
How can I find growth opportunities for my business?
Preparing Future Generations for the Family Enterprise
Many business owners and families work hard to prepare their Family Enterprise for their next generation; but few prepare the next generation for the enterprise. That’s why we created Richter’s Financial Literacy Program.
COVID-19: Finding solutions together
In light of COVID-19, the federal and provincial governments announced a number of measures to help reduce the impact of the pandemic on the population and economy. To guide you, your family and your business through this crisis we have prepared a summary of these relief programs and new tax filing measures. We will see this crisis through to the end, together.
A holistic approachfocused on you
Whether for business or personal; with one challenge or our full suite of services, Richter’s approach is always strategic, insightful and all-encompassing. Guided by our values and rooted in trust, we’ve helped clients thrive for over 90 years.
Richter Family Office
We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.
Meet our expertsMontreal, Toronto, Chicago: three cities, one team.
Carl MillerCISSP, ITIL
Sudharshan SathiyamoorthyPh.D., MBA
Greg MooreCFA, FEA
Adam ShermanMBA, CIRP, LIT
Lyne GaulinCPA, CA, CPA (Illinois), LL. B.
We’re proud to have received Top Employer accolades for over a decade. Our success is built on the talent and expertise of our people, and on the strong, trusting relationships we build with our clients.
The first word that comes to mind when working at Richter is ”family”. It is a unique place that has brought together talented and dedicated people for over 90 years. Discover the values that guide our day-to-day activities.
Food for thoughtWhat’s in the news & what you need to know.
Bequeathing Bitcoin: Three Steps to Ensuring Cryptocurrencies are Passed Down Properly.
While there are many types of unconventional assets, the resurgence of cryptocurrencies has made headlines. Bitcoin, Ethereum, Ripple and Litecoin, to name a few, are now a dynamic (and some may even say ‘integral’) part of the market, but one question remains: how can you ensure that those digital assets are passed down properly? Digital […]Click to read more.
The advisory role in internal audit.
We are currently witnessing a growing trend in internal audit functions including more advisory engagements in their audit plans. We are aware that in accordance with the standards of the Institute of Internal Auditors (IIA), it is perfectly permissible to carry out this type of engagement provided it is disclosed in the internal audit charter. […]Click to read more.
Fall Economic Statement 2020 (Federal).
Similar to our previous releases, we have chosen not to summarize all tax measures proposed in this year’s 2020 Fall Economic Statement and instead highlighted what we believe to be most important for you. INCOME TAX 1) Stock Options The 50% federal tax deduction on stock option shares will be limited to those shares having […]Click to read more.