family sitting on couch bonding

Family Office Services

Your family is unique, and so is your business. A tailored approach can help you navigate complex family dynamics, capitalize on opportunities to maximize your wealth, and secure your family’s future for generations to come. 

Transition Management and Succession Planning

Create a plan to support a smooth transition and secure the future of both your family and your business.

Financial Roadmap

Set the course for your business, your wealth, and your family with an informed roadmap.

Family Legacy

Ensure your legacy thrives for generations with a comprehensive strategy.

Solutions for your family’s success

Our Family Office Services team works with you and for you to navigate key decisions and milestones for your family and your business. We’ll support you throughout every stage of your journey — from the beginning of your business to after you exit.

Our advisors help identify issues and opportunities and secure alignment around values and goals in all aspects of your life, your wealth, and your business. We develop a roadmap to maximize and organize your wealth, simplify your life, and guide you down a path to reach your family and business goals.

When you’re ready to move on to what’s next, transition management and family legacy planning can help set your next generation up for success. We’ll help you navigate complex family dynamics, make sense of your options, and make the right decisions to achieve your goals.  

STEP canada logo
people watching something smiling and clapping

Advice for your family business and business families

How can you make the most of your family business through every stage of its lifecycle? Our advisors provide support and advice from the beginning of your journey to after you exit your business.

Older woman with curly hair smiling with arms folded

Take the exitSMART assessment

Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.

Person scrolling on tablet

Family Office Playbook

No two families are the same, and money creates additional complexities. MNP’s Family Office playbook provides insights to help you navigate family dynamics, address challenges, and develop a comprehensive strategy to secure the future of both your family and your business.

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.

  • Confidence

    March 01, 2023

    A family office can be a smart move for business owners

    As a business owner, you know how important it is to have a trusted leadership team around you to make solid decisions. What if you had the same team to help you make the big decisions for your family? With a family office, you can get that – and more.

  • 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 our Family Office team

Kerry Smith CPA, CA, TEP

National Leader, Family Office Services

Kerry Smith, CPA, CA, TEP, is a Partner within MNP’s Professional Services team and National Leader of Family Office Services, part of MNP’s Private Enterprise group. Based in Vancouver, Kerry provides a comprehensive suite of services custom-designed to meet the unique needs of private enterprises and complex Canadian families. Kerry oversees the delivery of Family Office Services and helps his clients clarify and achieve their personal, family and business goals. With a strong focus on incorporated professionals and professional service firms, Kerry provides efficient and effective accounting, taxation and consulting services. He takes pride in looking beyond tax returns and financial statements to help clients achieve their personal and business goals.

Kerry builds strong relationships with clients, ensures that cross-functional teams within MNP are meeting their needs and responds to enquiries in a timely manner. He draws on past experience with the firm’s Professional Services team as well as two years overseeing the financial planning of high net-worth families to assist professionals with all aspects of their business, including cash flow management, debt repayment, retirement, and strategic tax and estate planning.

After earning a Bachelor of Business Administration degree from the University of Fraser Valley, Kerry became a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA). Furthering his education, he attained the Trust and Estate Practitioner (TEP) designation in 2020. He is a member of the Chartered Professional Accountants of B.C. as well as a member of the Society of Trust and Estate Practitioners (STEP). Kerry has presented at numerous seminars and conferences focusing extensively on financial planning and tax planning