Quarterbacking Complex Technical Issues
Tax and estate planning
For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework. In conjunction with the Richter tax advisory business, Richter Family Office is uniquely positioned to help families navigate the complex world of tax and estate planning. Many of our clients work with the full suite of Richter tax, estate, and investment services, while others have longstanding advisory relationships elsewhere. Either way, the Richter Family Office is well suited to working with a multi-disciplinary team of professionals to save you the burden of quarterbacking complex technical issues.
We have the expertise to assess the tax risks of each investment strategy in order to ensure that your investment portfolio is tax efficient and aligns with your estate plan. We work with diverse teams of tax experts; those you may already be working with, and others we might suggest for your benefit. We can explain complex concepts so you can assess their merit and make a well-informed decision.
Meet our expertsThe people behind the expertise.
Danny RitterCPA, CA, CFA
Greg MooreCFA, FEA
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Justine DelisleCPA, CA, Pl. Fin.
Sudharshan SathiyamoorthyPh.D., MBA
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.
Food for thoughtWhat’s in the news & what you need to know.
Balancing Risk and Reward: Manager Research and Due Diligence.
The best investments don’t come with fail-safe guarantees; there’s always an element of risk. In Canada, between 1970 and 2015, the rate of return on guaranteed investments was 5.25%. In the last few years, extraordinary moves by the world’s central banks have caused the return of these investments drop to approximately 0.5%. In an attempt […]Click to read more.
Optimizing Portfolios and Reimagining Risk.
Investing and managing a portfolio is like riding a wave with high highs and low lows. Depending on where you, your business, and your family are in that rhythm, your perspective can easily shift. To weather economic storms, one needs a steady ship and a steadfast captain to keep your portfolio on course and heading […]Click to read more.
The Summit Series: Fairness in Estate Distribution.
Equal or equitable? What constitutes a fair transition to the next generation? As a parent, an entrepreneur and an employer, you know the importance of leading fairly. Planning the transfer of ownership of your family enterprise to your children often revolves around the question of fairness. What should I keep in mind if all my […]Click to read more.