Adam Hoffman
Family wealth strategy first. Then, tactics.
North America
Canada
Beneficiary education,
Estate planning,
Family governance,
Governance implementation,
Legal services,
Risk management,
Stewardship,
Strategic foresight,
Structuring,
Succession planning,
Trust services
Adam is a family wealth strategist. His prior experiences as a single-family office President and multi-family office CEO provide a unique perspective on effective family office design.
Adam consults entrepreneurial families on strategy in order to match the family’s skills, interests and family legacy goals with the optimal family office ecosystem tactics. In limited circumstances, Adam acts as a professional trustee, executor and parent company Director.
He is called to the Bar of the Province of Alberta and previously practised tax and estate planning regarding Canadian domestic, offshore and cross-border planning.
In the media
