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Family Office Services

Our Family Office Services team works with you and for you to navigate key decisions and milestones for your family and your business. We help identify issues and opportunities and secure alignment around values and goals in all aspects of your life, your wealth, and your family business.

We provide objective advice and act in the best interest of our clients. Through financial analysis and strategic planning, we create a tailored approach that maximizes and organizes your wealth, simplifies your life, and sets you down a path to reach your goals — and guides the generations that follow.

stick figure family on table

A guide to managing risk for your family

Examining your situation through three different areas can help uncover risks and understand how to manage them.

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Is your family prepared for the unexpected?

Building a plan provides peace of mind that your family can handle whatever the future brings.

three business partners discussing plans

The key steps to maintaining family wealth

An honest conversation is the first step in managing wealth from generation to generation.

Solutions for your family’s success

Money creates options. Options create complexity. Our Family Office Services team guides you through the complexities and family dynamics that arise, helping you build a plan for the future.

  • Financial roadmap

    After an in-depth review of your family and business situation, we outline how to move forward, delivering a map for the future and the peace of mind that comes with knowing you’re heading in the right direction.

  • Wealth analysis

    See the whole picture. We make it easy to understand how your wealth is deployed, enabling decision making that aligns with your short-and long-term goals.

  • Family governance

    We help guide you in creating a family structure that establishes processes and provides a clear path forward for the next generation while preparing them to be strong stewards for the family wealth.

  • Family administration and reporting

    It’s your future – we help you own it. We help you manage the day to day and provide aggregate reporting that keeps you organized and provides peace of mind.

  • Estate planning

    What comes next is just as important as your day-to-day activities. Leave a strong legacy and provide clarity to your family with an estate plan that outlines your wealth distribution strategy.

Family Office Insights

  • Progress

    September 01, 2021

    Three steps for navigating a wealth windfall

    Inheriting a significant amount of wealth can be exciting and intimidating. These three steps will help you avoid making common mistakes.

  • Progress

    July 21, 2021

    A family office can be a smart move for business owners

    Chief financial officers play a key role in stewarding a business. What if you had a CFO for your family?

  • Progress

    July 21, 2021

    The four key solutions of MNP’s Family Office

    Family office is a term that many people have heard of, but few people understand. Learn more about family office and how it can support your goals.

Contact us

Tina Di Vito CPA, CA, CFP, TEP, FEA

Partner, Family Office Services

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of MNP’s Private Enterprise group. Based in Toronto, Tina provides a comprehensive suite of services custom-designed to meet the unique needs of private enterprises and complex Canadian families. Tina oversees the delivery of Family Office Services and helps her clients clarify and achieve their personal, family and business goals.

Tina’s extensive consulting experience encompasses audit, strategic tax, estate  planning, succession planning and personal wealth management.

Tina earned a Bachelor of Commerce (B.Comm.) from the University of Toronto  Rotman School of Management. She is a Chartered Professional Accountant  (CPA), qualifying as a Chartered Accountant (CA). She is a Certified Financial Planner (CFP) and was awarded the Fellow of FPSC™ (Financial Planning Standards Council) distinction thanks to her work to enhance the planning profession. Tina is a designated Family Enterprise Advisor (FEA) and a member of the Society of Trust and Estate Practitioners (TEP).