Richter > Richter Family Office VP Greg Moore is firm’s first designated Family Enterprise Advisor
PRESS RELEASE

Richter Family Office VP Greg Moore is firm’s first designated Family Enterprise Advisor

April 2019

Congratulations to Richter Family Office (RFO) Vice President Greg Moore on attaining the FAMILY ENTERPRISE ADVISORTM (FEA) designation. Not only is Greg a most trusted and coveted advisor for business families, but he is also the first individual at the firm to go through this rigorous process to obtain this professional designation.

The FEA program provides advisors with the knowledge to enhance “their ability to bring timely and thoughtful solutions”[1] to families and family enterprises. The FEA program and its designation were created by the Family Enterprise Xchange (FEX), a not-for-profit association of business families and professional advisors. FEX serves both “as a leading advocate for excellence in family enterprise advising and the designating body for the field.”[2]

The FEA designation signifies an understanding into the unique challenges facing families and family businesses around the areas of family business dynamics, enterprise strategy, governance, and continuity planning. An FEA designate understands that to serve as a trusted family advisor requires not just an understanding of the families’ complex technical needs, but also how relational and emotional issues compound complexity further.

With a focus on integrated tax, estate, and investment advisory services, Richter Family Office is uniquely positioned to provide fully independent and objective advice to families who are seeking stewardship for their financial legacies. And now by leveraging best practices and ethical standards from FEX, Richter Family Office is demonstrating its leading expertise in the field of business and family advisory.

About Greg Moore

Vice President of Richter Family Office, Greg is a seasoned wealth management professional with almost 30 years’ experience in global financial markets, working with individuals, institutions, and family offices. In addition to his business development and relationship management roles, Greg is actively involved in ongoing investment manager due diligence and manager selection to ensure that RFO clients continue to receive access to unique, best in class investment solutions. Bringing a thoughtful approach to asset allocation and portfolio construction, Greg works closely with families to help them bridge the gap between a complex investment landscape and their own unique investment goals.

About our Richter Family Office

Established in 2001, Richter Family Office is the largest multi-family office in Canada and has earned an outstanding reputation for providing wholly independent, holistic and objective wealth advisory services to some of Canada’s wealthiest families. In addition to providing fully independent wealth management advisory, RFO professionals offer extensive expertise in various areas including investment strategy, tax and estate planning, family governance, philanthropy and insurance advisory.

 

 

 

[1] https://family-enterprise-xchange.com/fea/

[2] https://family-enterprise-xchange.com/res/pub/docs/FEAProgram/FEA_brochure_2017.pdf