Wealth Consulting

Holistic Wealth Strategies for Lasting Prosperity. We work with your trusted Financial Team.

Introduction:

We work with your Financial Advisors. True wealth encompasses more than financial assets. Our consulting approach integrates traditional wealth management with purpose-driven strategies, family governance, and impact planning.

We Support You By:

Bridging Generational Gaps

Aligning Wealth with Purpose

Enhancing Strategic Agility

Reducing Succession Risk

Let's Develop Together

24/7 Support: (234) 109-6666

Our Services

Strategic Tax Planning

Optimizing tax efficiency while supporting philanthropic goals

Asset Growth Strategies

Building wealth through diversified, values-aligned investments

Family Governance

Connecting wealth strategies with family values and vision

Next-Generation Prep.

Ensuring smooth wealth transitions and family continuity

Legacy Aligned Strategies

We go beyond spreadsheets to understand what your family truly values. Our solutions are built to preserve your legacy—not just your assets—through purpose-driven planning and generational alignment.

Next-Gen Ready

We engage rising leaders early, helping them feel heard, prepared, and connected. This reduces advisor turnover, strengthens continuity, and secures the future of your family enterprise.

Trusted, Holistic Guidance

As your strategic partner and Chief Impact Officer, we integrate wealth, governance, philanthropy, and family dynamics—creating clarity from complexity and long-term, sustainable impact.

The Holistic Advantage

By considering wealth within the broader context of family dynamics, values, and impact goals, we create strategies that preserve and grow assets while building lasting family harmony and social capital.

Let’s Collaborate with Us!

Email: amy@gtfba.ca

Call: 416 464 5742

Generations – Building Legacy Through Purpose The Networked Generalist Advantage Simplifying Complexity