If you serve sophisticated families, VIP Family Office gives you infrastructure that increases retention and expands capability—without taking your client relationship.
Who we work with
(Hub)
For Wealth Managers
Retain your best clients without becoming a bank. VIP Family Office provides coordinated tax, legal, insurance, CFO, dispute, and executor services so your clients have no reason to migrate for “full service.”
For Financial Planners
Planning doesn’t end with a projection. VIP Family Office turns planning into real-world execution supported by legal coordination, financial operations support, and dispute readiness
For Insurance Professionals
Insurance closes when it is integrated into a broader plan and validated through tax and legal logic. We support complex cases, help frame insurance as a planning asset, and collaborate without poaching.
For Estate Planners (TEPs)
Complex estates require coordination and defensibility. We support estate strategies with tax depth, corporate execution capability, executor optimization, and CRA dispute readiness.
For Accounting Professionals
Accountants often identify planning needs but lack an integrated execution channel. VIP Family Office provides a coordinated platform—tax counsel, insurance integration, CFO support, dispute capability—while allowing you to remain central to the client relationship.
Legal Services & Execution
VIP Family Office works in close affiliation with Barrett Tax Law, the exclusive legal provider for VIP families. This ensures planning is implemented precisely: wills, trusts, reorganizations, estate freezes, governance documents, filings, opinions, and court representation as required—without fragmentation.
Tax Disputes, Audits & Litigation
When the CRA gets involved, planning isn’t enough. VIP Family Office supports families through audit strategy, information management, objections, appeals positioning, settlements, and litigation pathway through Barrett Tax Law.
General Counsel & Legal Oversight
Most families have multiple lawyers. Few have a single legal quarterback responsible for the whole picture. Through Barrett Tax Law, VIP Family Office can act as general counsel—coordinating civil, criminal, family law, and regulatory counsel as needed, managing litigation strategy, and aligning legal decisions with tax/estate/insurance objectives.
Executor Services for High-Net-Worth Families
Why the executor matters
Executors manage valuations, tax filings, creditor issues, beneficiary communications, and fiduciary liability. A weak executor creates delay, conflict, and unnecessary tax.
Why 5% is often too much:
Trust companies commonly charge up to ~5%. On large estates, this can mean hundreds of thousands or millions—often without proportional increases in responsiveness or strategic oversight.
A better approach:
VIP Family Office offers professional executor services (via individual appointment) supported by Barrett Tax Law. Where appropriate, executor compensation can be structured closer to ~2%, preserving value for beneficiaries while improving accountability and competence.
Exclusivity & Membership
VIP Family Office is intentionally selective. We accept a limited number of new families and partners to ensure depth, responsiveness, and quality.
How it works
- partners are invited or apply
- families are introduced through trusted advisors or apply
- we confirm fit, complexity alignment, and capacity