Top Family Offices in Vancouver 2026

Key Facts

• Vancouver ranks as Canada's second-largest family office hub, with roughly 15 multi-family offices (MFOs) and several single family offices (SFOs) in the metro area.
• Canada has 81 identified MFOs. Vancouver-based offices serve both domestic ultra-high-net-worth (UHNW) families and international investors drawn to British Columbia's real estate and tech sectors.
• Stone Owl Family Office is the only Vancouver office with publicly disclosed assets under management (AUM), reporting $380 million or more held for 46 clients.
• Independent boutique firms, bank-affiliated divisions, law firm practices, and professional services firms all compete for Vancouver's wealthy families.
• Cross-border tax planning between Canada and the United States is a core service offered by most offices in the city.
• Growing Asia-Pacific wealth connections and immigration-driven capital inflows shape how Vancouver offices structure their advisory teams.

Vancouver Family Office Landscape Overview

Vancouver is Canada's gateway to Asia-Pacific capital and one of the country's fastest-growing wealth centres. The city's family office ecosystem includes roughly 15 MFOs and at least one prominent SFO. A growing number of virtual family office (VFO) providers also operate from nearby Victoria. This mix reflects the diverse sources of wealth in British Columbia: tech liquidity events, real estate gains, resource royalties, and capital arriving with immigrant families.

Three forces set Vancouver apart from Toronto or Montreal. First, proximity to Asian markets makes multilingual, cross-border advisory a baseline expectation. Highgate Group, for instance, serves clients in English, French, and Mandarin from its Vancouver office. Second, BC's concentrated real estate market means most UHNW families hold significant property exposure. Offices here must integrate direct real estate strategy with broader portfolio management.

Third, the tech corridor from Vancouver to the Fraser Valley has produced a wave of founder exits. These entrepreneurs convert private equity into personal wealth, creating demand for post-exit financial roadmaps and succession planning.

The competitive landscape spans four tiers. Bank-affiliated offices (TD Wealth, BMO, CIBC, RBC, Scotiabank) offer national platforms with local advisors. Independent MFOs like Stone Owl, Legacy Family Office, and Medici Family Office compete on bespoke service. Professional services firms such as MNP and D&H Group provide tax-first family office models. Law firms, led by Clark Wilson LLP, deliver legal counsel tailored to UHNW estates, trusts, and private equity transactions.

Family Office Comparison

The table below covers Vancouver-based or Vancouver-serving offices with enough data for a meaningful comparison. Only one office discloses AUM publicly, a common trait in Canada's private wealth sector. Service scope and capital deployment focus offer more useful comparison criteria than raw scale.

Family Office	Type	Investment Focus	Services	Location
Stone Owl Family Office	MFO	Tax planning, portfolio management, capital raising	Tax, estate, wealth management, retirement planning	Vancouver
Legacy Family Office	MFO	Families-in-business, succession planning	Family office, enterprise oversight, wealth transfer, charitable giving	Vancouver, Surrey
Medici Family Office	MFO	Multi-generational legacy planning	Wealth management, tax, estate, risk management, concierge	Vancouver
Highgate Group	MFO	OCIO, core/satellite public and private allocations	Family office advisory, trust services, charitable giving, oversight, estate planning	Montreal, Ottawa, Toronto, Vancouver
Clark Wilson LLP	Law firm practice	Legal services for UHNW families	Estates, trusts, tax, private equity, real estate, family law, charitable foundations	Vancouver
Nicola Wealth Management	MFO	Diversified wealth management	Full-service wealth management	Toronto, Vancouver, Calgary, Victoria, Kelowna
Prime Quadrant	MFO	Investment counsel	Family office services	Toronto, Montreal, Calgary, Vancouver, New York
House of Wilson	SFO	Family investments, community impact	—	Vancouver

Stone Owl is the only office above disclosing AUM at $380 million or more. Most Vancouver firms keep asset figures confidential.

Top Picks by Strategy

• Largest Disclosed AUM: Stone Owl Family Office, managing $380 million or more for 46 clients from its Granville Street headquarters in Vancouver.
• Best for Families-in-Business: Legacy Family Office, which structures its practice around enterprise oversight and multi-generational succession with over 25 years of client relationships.
• Top OCIO Platform: Highgate Group, offering outsourced chief investment officer (OCIO) services through a core/satellite model in public and private markets.
• Strongest Cross-Border Capability: Clark Wilson LLP, covering 31 practice areas including international trusts, non-resident beneficiary planning, and Canada-US tax work.
• Leading Multi-Generational Planner: Medici Family Office, built around a seven-generation legacy framework with concierge and lifestyle management.
• Most Geographically Diverse: Nicola Wealth Management, operating from six Canadian cities including Vancouver, Victoria, and Kelowna throughout British Columbia.
• Best for International Families: TAVINA, partnering with CIBC Wood Gundy to serve international families investing in Canadian assets, with immigration advisory coordination and precious metals trading.

Top 8 Family Offices in Vancouver in Detail

Stone Owl Family Office

Stone Owl manages $380 million or more for 46 clients, making it the only Vancouver family office to disclose its AUM publicly. The firm's edge is a tax-first philosophy: every wealth management decision filters through Canadian tax planning before execution. Over 25 years of practice in Vancouver, the team has built a reputation among real estate investors and entrepreneurs who need capital raising alongside traditional portfolio management. Business owners preparing for a liquidity event will find Stone Owl's combined tax, estate, and allocation planning a strong fit.

Legacy Family Office

Legacy serves families-in-business from Vancouver and Surrey with a multi-generational advisory team that maintains its own internal succession plan. The firm helps owners navigate enterprise oversight, wealth transfer, and charitable giving as a single integrated service. Over 25 years of client relationships give Legacy deep continuity; several clients span multiple generations. Its emphasis on family structure and dynamics, rather than pure investment returns, separates it from wealth managers that rebrand as family offices.

Medici Family Office

Medici's seven-generation legacy planning model pushes families well beyond the standard two-generation estate plan. Services stretch from financial planning and tax work to concierge and lifestyle management, giving the office a holistic scope uncommon among Vancouver boutiques. Risk management and asset protection feature prominently. This fits families holding concentrated positions in BC's volatile real estate and resource sectors.

Highgate Group

Highgate serves clients in three languages (English, French, and Mandarin) from four offices between Montreal and Vancouver. That trilingual capacity is rare in Canada's private wealth landscape and positions the firm to serve Vancouver's diverse UHNW population. As an outsourced CIO, Highgate builds core/satellite portfolios blending public equities with private allocations, including co-investment opportunities. Trust services, charitable giving strategy, and concierge services round out a full advisory practice.

Clark Wilson LLP

Clark Wilson covers 31 practice areas from a single Vancouver office, making it the city's broadest law firm for UHNW families. The firm handles estates and trusts, tax strategy, private equity, commercial real estate, family law, and the creation of charitable foundations. For families with cross-border complexity, Clark Wilson manages international trusts and non-resident beneficiary structures. Tech founders with stock option plans and holding companies benefit from its combined M&A and tax planning expertise.

Nicola Wealth Management

Nicola Wealth operates from six locations in four provinces. Vancouver, Victoria, and Kelowna give it the densest BC footprint of any multi-family office. The firm's diversified approach spans traditional and alternative asset classes. Families with members spread between Vancouver, Calgary, and Toronto can access a single platform without switching providers.

House of Wilson

House of Wilson channels its direct investments toward community impact, public parks, and art, making it Vancouver's most visible single family office. The SFO model means House of Wilson serves only its founding family. Yet its community-facing activities make it a reference point for Vancouver families considering whether to build their own SFO. Families with charitable legacies tied to the city's cultural fabric will recognize this model.

MNP Family Office

MNP's national leader for family office services, Kerry Smith (CPA, CA, TEP), operates from Vancouver. This gives the professional services firm a strong local presence despite its Calgary headquarters. The practice centres on succession planning and business transition, supported by the firm's proprietary ExitSMART assessment tool. MNP's accounting and tax DNA makes it a natural fit for business owners who need a financial roadmap before engaging a wealth-focused MFO.

Investment Trends Shaping This Market

Post-Liquidity Tech Wealth

Vancouver's tech corridor has produced a steady flow of founder exits and startup deals. These liquidity events create sudden personal wealth that requires rapid structuring: holding companies, family trusts, and diversified portfolios built in months rather than years. Stone Owl and MNP both report serving entrepreneurs in this transition phase. The pace of BC tech exits continues to fuel demand for family office services tailored to first-generation wealth.

Real Estate as a Core Allocation

BC's property market remains central to most UHNW portfolios in the region. Vancouver wealth management firms like Medici and Clark Wilson integrate real estate advisory directly into their service models. The challenge for advisors is managing concentration risk when clients already hold 40% to 60% of their net worth in residential and commercial property.

Cross-Border and Asia-Pacific Capital Flows

International families continue to view Vancouver as a safe-haven destination. TAVINA structures Canadian investment vehicles for foreign UHNW families, coordinating immigration advisory alongside asset allocation. Highgate's Mandarin-language service and Clark Wilson's international trust practice respond to the same demand. Immigration-driven wealth inflows remain a macro factor shaping the city's family office growth.

OCIO Model Adoption

Smaller families that lack the scale for a dedicated SFO are turning to outsourced CIO arrangements. Highgate Group's OCIO model builds core/satellite portfolios in public and private markets, reflecting this trend. The OCIO approach lets a family delegate portfolio decisions while retaining control over estate planning and charitable giving through separate advisors.

Values-Driven and Impact Investing

Charitable giving and impact investing surface repeatedly in Vancouver office mandates. House of Wilson's focus on public parks and art, Medici's values-driven philosophy, and multiple firms' philanthropic advisory services reflect a client base that ties portfolio decisions to social outcomes. Annual wealth conferences in Vancouver regularly feature impact investing panels, drawing both local and Asia-Pacific family offices.

How to Evaluate a Family Office in Vancouver

Vancouver's market is small enough that most offices know each other but large enough to create real choice. Start by deciding whether you need a full-service private wealth office or a specialist. Legacy and Medici offer family structure guidance, charitable giving, and lifestyle management alongside portfolio oversight. If your primary need is tax-driven, MNP or D&H Group may be a better fit.

Independence matters in this market. Bank-affiliated offices (TD, BMO, CIBC, RBC, Scotiabank) offer institutional backing but may steer capital toward proprietary products. Independent firms like Stone Owl and Highgate operate without product mandates. Ask any prospective office directly whether it earns revenue from the allocations it recommends.

Cross-border capability is non-negotiable for many Vancouver families. If you hold US assets, have family members with US residency, or source capital from Asia, verify that the office can coordinate multi-jurisdiction tax planning. Clark Wilson handles cross-border trust and estate structures for exactly these scenarios.

Professional credentials signal depth. Look for CPA, CFA, TEP (Trust and Estate Practitioner), and FEA (Family Enterprise Advisor) designations on the advisory team. MNP's Kerry Smith holds CPA, CA, and TEP credentials. These designations indicate tested expertise beyond a general wealth management licence.

Cultural and language fit deserves weight in Vancouver. Highgate Group serves clients in English, French, and Mandarin. TAVINA coordinates immigration advisory for international families. If your family operates in multiple languages or cultures, confirm that the office can match that without relying on external translators.

Which Family Office Fits Your Needs?

Ultra-high-net-worth families with $100 million or more who want a fully integrated platform should explore Highgate Group or Nicola Wealth. Both combine portfolio management with estate planning and charitable giving from their Vancouver offices. Families seeking the privacy and control of a dedicated SFO can study House of Wilson's model as a local reference point, though building an SFO typically requires wealth above $100 million to justify operational costs.

Business owners approaching a sale or succession event should begin with MNP's ExitSMART assessment or Legacy Family Office's enterprise oversight practice. Both specialize in the transition from operating wealth to investable wealth. Tech founders with concentrated stock positions will benefit from Clark Wilson's combined tax, M&A, and estate capabilities.

International families relocating to Vancouver or investing in Canadian assets should consider TAVINA, which coordinates immigration, asset allocation, and corporate structuring as a single engagement. For next-generation wealth holders inheriting family assets, Medici's seven-generation planning framework addresses the education and oversight gaps that often accompany intergenerational wealth transfer. Financial literacy programs offered by national firms can supplement this preparation.

Methodology

This guide to family offices in Vancouver draws on publicly available data from office websites, industry publications, conference records, and regulatory filings as of early 2026. Office profiles use only data confirmed through these sources. Where capital managed or client counts are not disclosed, qualitative descriptions of service scope and investment focus replace numerical estimates. The selection prioritizes offices headquartered in Vancouver or maintaining a staffed Vancouver office, supplemented by national firms with demonstrated local presence. No office paid for inclusion, and no rankings reflect commercial relationships.