Sudharshan Sathiyamoorthy

Vice President | Ph.D., MBA

Diligent, intelligent, inquisitive.

Approachable and insightful, Sudharshan Sathiyamoorthy brings an incredible academic pedigree and a wealth of practical due diligence experience to Richter Family Office (RFO).

After studying meteorology at MIT, and then doing a Ph.D. in Physics at the University of Toronto, Sudharshan began his career in academia at the Woods Hole Oceanographic Institution in the United States. Opting for a career change, he obtained his MBA, worked at an investment bank, then at a prominent fund of hedge funds, and then at Canada Pension Plan Investment Board. To satisfy an entrepreneurial itch, Sudharshan then joined a start-up asset management firm to build out their manager selection platform, prior to joining Richter Family Office. Throughout his career, Sudharshan has held increasing levels of senior roles, leading the search, approval, and monitoring process for alternative investment managers.

Sudharshan has previously worked at some of Canada’s most respected institutions, making him a seasoned investment professional. He has experience evaluating and allocating to a range of strategies, including activism, macro strategies, multi-strategy funds, reinsurance, trade finance, commodity strategies, and even Australian water rights!

At Richter Family Office, Sudharshan heads up the external manager due diligence effort. He is Vice President and Head of Research of the Investment Committee. His non-traditional background, academic experience, and institutional work experience bring rigour and structure to RFO’s manager research function, all which aids in subjecting managers to a high level of scrutiny and due diligence before such opportunities are presented to clients.

Extremely intelligent, curious and reliable, Sudharshan backs up his formidable intellect with a friendly, open attitude that makes interactions with him a real pleasure.

*Richter Family Office is a registered trade name. The Richter Family Office group is comprised of Richter LLP and its subsidiary,
RFO Capital Inc., a registered portfolio manager. Richter LLP is an independent firm that provides family office, accounting, tax and business consulting services, with wealth, investment advisory, portfolio management and consolidated wealth reporting services provided via RFO Capital Inc.

Fields of expertise

Manager due diligence
Traditional and alternative investment strategies
Negotiating terms and access to investment opportunities

Academic Background

MBA (Dean’s Honour List), University of Western Ontario, 2006
Ph.D., Atmospheric Physics, University of Toronto, 2003
Graduate Courses in Meteorology, MIT, 1995
B.Sc., Math and Physics (High Distinction), University of Toronto, 1993

Public Recognition

Quoted in “Five family-office execs and what they’re investing in now”, Canadian Family Offices, September 2021.

Services

Sudharshan’s Expertise

Creating And Managing Your Wealth

Since inception, we have been driven by independence and objectivity. We are not beholden to one investment solution or limited by the number of investment opportunities available to us.

Navigating Family Dynamics – Governance

With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.

Giving Back To The Community – Philanthropy

Charitable giving is often an expression of your core values; it represents you and your legacy to the community. It can also be a family project that brings the next generation into the fold in a meaningful way.

Keeping Your Family Safe

Life insurance can be an investment for families to provide liquidity at death or for philanthropic objectives. We help you evaluate if life insurance can meet objectives.

Preparing Your Next Generation – Financial Literacy Program

Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.

Estate and Tax Planning to Protect your Legacy

Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.