We are a Business | Family Office
We’re expanding to Calgary and Western Canada bringing 100 years of perspective closer to you, helping you navigate the whole picture with clarity and build for generations.
Our experience has shown us that successful companies break down silos and encourage the efficient flow of information. The best strategies are always integrated and success is based on taking in the big picture. We apply this vision to everything we do. We offer an integrated service that ensures that all energy invested in creating lasting value benefits both business and family.
Want to learn more as to what your roadmap would be with Richter?
Richter blends the opportunity of business with the complexity of family.
Our value proposition is to ensure that everything we do for a client’s business is linked to a successful long-term strategy. We support leaders and address all of their business needs, from foundational services like financial reporting and tax planning, to objective-focused key strategic advice. Our advisory experts rely on their diverse skills and backgrounds to assess complex situations and design tailored solutions that perfectly suit a company’s specific needs.
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We understand that each family is unique, as are its challenges. Through our design process, we establish a financial roadmap for business owners and their families starting with an understanding of where the family is currently and where it wants to be. We support our clients in all their personal affairs and as an integrated in-house platform, we help them manage their wealth while delivering independent strategic advice on financial and personal objectives across generations.
Learn moreTurn business success into lasting family success.
Helping business owners and their families build success stories
Bridging the Gap Between Business and Family
From a long line of family entrepreneurs, this third-generation business owner worked with Richter for all his company’s needs: financial reporting, tax planning, managing stakeholder relations, and more. The company grew considerably over the years, which led the owner to sell part of it. Richter assisted with the business valuation and the transaction. The sale of our client’s business led to a liquidity event of over $300M. The liquidity event made him realize that he would now face a variety of challenges on the personal front, including making sure this liquidity was converted into generational wealth, and managing all the details and advisors involved in the process.
That’s where Richter helped him to bridge the gap between business and family and onboarded him to our Richter Family Office platform. We created a bespoke infrastructure for his family office. Working closely with him to build and actively manage his portfolio, financial affairs, philanthropic projects, real estate assets, family governance, and educate the next generation in order to ensure intergenerational success.
A True Entrepreneur at Heart
This serial entrepreneur came to us after the sale of her latest company. She was referred to us by another one of our clients for our family office services but didn’t know exactly what that entailed in her case. After meeting with her to understand her situation, her story and her goals, we determined that her broad range of assets required the same level of oversight and diligence as a well-run operating business and introduced her to our Richter Family Office platform. We helped her set up and manage her family office: from wealth management, finances and operations, to helping with lifestyle management.
A true entrepreneur at heart, our new client was already looking for her next business venture. We introduced her to our Transaction team on the Richter Consulting platform, to help guide her through her subsequent acquisitions and successful business deals.
In the news
Early planning preserves both business and family unity amid wealth distribution
When should succession planning begin? Now.
How Financial Literacy Builds a Lasting Family Legacy
Safeguarding success: protecting entrepreneurs and their families
Protecting your business and family in times of uncertainty
Succession Planning for Business Owners Richter X Globe and Mail Event
Insights from “How to preserve legacy and family unity in business wealth transitions” GLOBE AND MAIL X RICHTER WEBINAR
INSIGHTS FROM “WEALTH CREATION FOR BUSINESS OWNERS” GLOBE AND MAIL X RICHTER WEBINAR
How to manage your family enterprise like a successful business | GLOBE AND MAIL X RICHTER
INSIGHTS FROM “De-risking Your Family Business” GLOBE AND MAIL X RICHTER WEBINAR
How business owners can look beyond their company to create wealth | GLOBE AND MAIL X RICHTER
Insights from “Growth Through Acquisition” Globe and Mail x Richter Webinar
When business and family goals intersect | Globe and Mail interview with Tasso Lagios and Brett Miller
How Richter is Advising at the Intersection of Business and Family | Canadian Business |Interview with Tasso Lagios and Marc Yedid
Intersecting Business and Family | Globe and Mail |Interview with Tasso Lagios and Marc Yedid