FOCUSED, STRATEGIC, PASSIONATE.
Focused and strategic, Nancy knows that the best way to navigate the unique needs and challenges faced by the ultra-high-net-worth families is to design a solution to suit their specific reality. Nancy prides herself on her ability to see the big picture and leverages her technical skill set to support the families she works with in aligning and achieving their financial goals.
Nancy joined Richter in 2014 in the enterprise group, gaining knowledge of accounting and tax treatment for complex investments and holding companies. She joined the Family Office Services group in 2016, where she had an instrumental role in its growth and success. She is now a Vice President of the Family Office Platform, where she leads the implementation, support, and management of family office services for ultra-high-net-worth families.
Nancy’s approach to her work is a holistic one. She ensures integration and optimization of financial matters, such as tax, accounting, wealth management, financial management and strategy, estates and Next Gen planning, philanthropy and governance. Nancy’s expertise makes her a trusted advisor to her clients and gives them the peace of mind to focus on their personal aspirations.
FIELDS OF EXPERTISE
- Family and personal financial planning
- Financial management of complex structures
- Next generation planning and implementation
- Family fiduciary mandate
- Cash management and banking
- Philanthropy and governance
- Investment structure and accounting
- Financial Planner
- Institut de la planification financière (IQPF), 2019
- Ordre des comptables professionnels agréés du Québec, 2014
- Bachelor of Commerce – Accounting (B.Com.), John Molson School of Business, Concordia University, 2012
Running your family office
The management and oversight of a family office requires a range of different skillsets similar to the support system of any business. At Richter, we offer a range of C-Suite level services supported by a solid infrastructure to handle operation, finance and reporting of your family office.
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.
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.