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Our capital is invested alongside our clients. Our families’ financial security is directly aligned with our clients. Not only is First Avenue a fiduciary to our clients, we are partners.

The Firm

Passion Never Stands Still.

First Avenue Investment Counsel is a leading investment management firm and family office advising successful individuals and families.

We manage a conservative and long-standing investment strategy that protects and grows the wealth of our clients. We combine this with a fully-integrated approach to planning for every detail of one’s financial life and communicate it in a manner that is easy to understand.

Our clients have outgrown working with financial advisors who recommend products and act as third-party distributors. When you work with First Avenue, you are hiring professionals with experience and distinct expertise for every aspect of your wealth. You work directly with the team responsible for making all investment decisions. We are available and accountable to you at all times. We do not receive commissions or trailer fees for investment management, eliminating any potential for conflicts of interest or biased advice.
We have great conviction in how we manage portfolios. First Avenue employees invest alongside our clients, using the same investment strategy in their personal portfolios. Our own families’ financial security is directly aligned with our clients.
Your portfolio manager at First Avenue is a fiduciary. That means we have a duty to act with care, honesty and good faith, always in the best interest of our clients. Investment decisions must be independent and free of bias. As fiduciaries, we are held to the highest professional standards, level of education and experience in the investment industry.
First Avenue, its portfolio managers and all employees of the firm are registered with and monitored by the Ontario Securities Commission.

We have chosen Raymond James Ltd as our preferred custodian to provide safekeeping of assets, online access and audited account statements to our clients. The custodial firm reporting to you is independent of the firm managing your portfolio. Clients receive boutique investment management and family office services combined with the security of one of North America’s most sound financial institutions.

Our key asset is the passion found in our people. First Avenue is rooted in a culture of integrity, work ethic, approachability and purpose.

Kash Kash J. Pashootan CIM Chief Executive Officer

As founder and CEO, Kash leads the firm’s overall vision and strategy. His passion is uncovering investment opportunities through rigorous due diligence and deep understanding of what the firm is investing in.

Kash has over 25 years of experience in the financial services industry. He founded First Avenue Advisory in 2008 while he was at Raymond James as Senior Vice President and Portfolio Manager. After spinning out from Raymond James, the firm became known as First Avenue Investment Counsel. Today, the firm is a leading multi-family office and investment manager, helping families work through all complexities of wealth, while implementing a pension-style approach to investing.

Kash has been a longstanding trusted resource on business for the most respected news outlets. He has been featured in The Wall Street Journal, Bloomberg, Washington Post, National Post, the Globe & Mail and Hong Kong Times, and is a regular guest speaker on Bloomberg.

Kash attended the University of Ottawa and is a designated Chartered Investment Manager. He is a proud supporter of various charitable initiatives that give back to youth health care and education in the community. He lives by the pursuit of excellence in business, health and family. He enjoys art, documentaries and spending time with family.

Leah Leah Boyd JD, GCB.D President

As president, Leah leads the business and operations of the firm and serves as a strategic advisor to the CEO.

Previously, Leah was a partner at a global private equity firm, where she led the institutionalization of the firm alongside its growth. She served on the Executive Committee and the Investment Committee, and held various roles, including head of firm management, general counsel, and chief compliance officer. Leah began her career as a business law lawyer. She was a partner with Goodmans LLP, a leading Canadian law firm, where her practice focused on mergers and acquisitions, private equity, and advising family offices.

A people-first leader, Leah is passionate about developing high-performing teams and inclusive cultures and inspiring collective growth.

Leah has gained recognition for mid-market excellence by the Canadian General Counsel Awards and as a changemaker by Canadian Lawyer’s Top 25 Most Influential Lawyers.

Leah holds a Juris Doctor from Osgoode Hall Law School and a Bachelor of Business Administration in Management & Economics from the University of Toronto. She also holds a GCB.D designation and certification in sustainability and ESG through Global Competent Boards. Leah is a member of the Law Society of Ontario.

Leah values family, community and personal growth. Happiest with her husband and two children out in nature, she also enjoys theatre, travel, and reading. Leah is dedicated to giving back to her community and has held board and committee roles for various charities over the years.

Brian Brian Madden CFA, CFP, CIM Chief Investment Officer

Brian leads the public markets investment team, formulating, executing and communicating investment strategies and processes across various investment mandates, drawing on his 27 years of investment experience.

In 2003, Brian co-founded STYLUS Asset Management, where he managed equity funds for high-net-worth families for eight years as Vice-President & Portfolio Manager. He later managed a multi-billion dollar balanced fund mandate for five years as Vice-President & Portfolio Manager with AGF Investments before spending five years serving high-net-worth clients in Canada and the U.S. as Senior Vice-President & Portfolio Manager with Goodreid Investment Counsel.

A CFA charterholder since 2000, Brian currently chairs the CFA Society Toronto Board of Directors. Brian also holds the Certified Financial Planner and Chartered Investment Manager designations. He graduated from the University of Toronto with a Bachelor of Commerce degree and currently serves on the university's Governing Council.

Brian embraces volunteerism, community and mentorship and is the proud father of a teenage son who enjoys spending time with family and enthusiastically exploring far flung corners of the planet.

Joseph Joseph Chiu CPA, CA Chief Operating Officer and Chief Financial Officer

Joseph leads the finance and operations functions and works alongside the President to deliver on the firm’s strategic objectives.

Prior to joining First Avenue, Joseph led the digital transformation of the asset management practice at PricewaterhouseCoopers LLP – deploying emerging technologies nationwide. He also represented the business in managing some of the largest clients in assurance with a focus on public and private investment management firms, hedge funds, pension plans, and family offices.

Joseph volunteers as a Fellow at the School of Accounting and Finance Fellowship Program at the University of Waterloo, where he is also an alumni of the Master of Accounting program. Joseph holds CPA and CA designations.

Outside the office, Joseph enjoys cooking, baking and sharing his love of food and drink with those around him.

Nicholas Nicholas Allaham CPA, CA, TEP, CIM Principal, Family Office Practice

Nicholas leads Family Office planning through his deep tax, trust, and estate background while collaborating with clients’ external advisors to achieve a true Advisory Board for families. His knowledge coupled with his personalized approach is what distinguishes Nicholas in the industry.

Prior to joining First Avenue, Nicholas served over a decade at Deloitte in tax at their Private Client Group. His 15+ years of experience advising high net worth families on personal and corporate taxation is a key pillar in every Family Office client’s success with planning and co-ordination of their wealth.

Nicholas graduated from the University of Ottawa with a Bachelor of Commerce and Honours in Accounting. He holds designations as a CPA, CA, Trust and Estate Practitioner (TEP), and CIM.

Nicholas enjoys travel with his wife, volunteering with the local hospital, and lecturing on taxation at the Sprott School of Business at Carleton University.

David Fleck David Fleck MBA, ICD.D Principal, Private Client Group

The intricate task of managing family wealth often entails significant stress for many of us. David is committed to supporting individuals achieve peace of mind as each nuance of their financial well-being is taken care of.

David has more than 35 years of capital markets experience including previously serving as President and Chief Executive Officer of Macquarie Capital Markets Ltd., Co-Head Equity Products and Executive Managing Director of the BMO Financial Group, and President of Mapleridge Capital Corp. He is a former Partner and Senior Vice President of Delaney Capital Management and Co-President of Forthlane Partners.

David holds a B.A. in Economics from the University of Western Ontario and an MBA from INSEAD School of Business.

He holds the Board of Directors Training (ICD.D) designation from the Institute of Corporate Directors.

David is on the Board of Directors of Alamos Gold Inc., Royal Ontario Museum (ROM) Board of Governors, Foundation Board for the Art Gallery of Ontario (AGO), and is Vice Chair of Soulpepper Theatre’s Advisory Committee .

David enjoys being in the market and giving back to the community. You can find David enjoying theatre or supporting up-and-coming musicians.

michael-mcfaul Michael McFaul CMC, ICD.D Executive, Corporate Development

A seasoned global executive, Michael brings over four decades of experience to First Avenue. Michael supports the firm’s corporate development and strategy initiatives.

Michael has led transformative programs for Deloitte clients worldwide, overseeing complex initiatives in 26 global geographies. Notably, he chaired Deloitte Canada and Chile’s Board, contributing to key committees in Strategy, Finance, Investment, and Risk. Michael held executive positions, including leadership roles in Deloitte's Federal Financial Services Industry cluster and a decade-long collaboration with MD Financial.

He is a Certified Management Consultant and holds an ICD.D designation from the Rotman School of Management. Beyond his professional achievements, Michael is dedicated to community service, volunteering on multiple boards, including the Telfer School of Management and the Ottawa Regional Cancer Foundation Campaign Cabinet.

Michael values family, teamwork, and personal drive, exemplifying these principles in his roles as a husband and father to two adult sons. Passionate about cultural exploration, he has visited 41 countries, enjoying hiking, biking, writing poetry, and quality time with loved ones during his travels and leisure.

Sammir Sammir Assaf CIM Senior Portfolio Manager, Private Client Group

Sammir focuses on client relationship management, portfolio & risk management, and asset allocation for high-net-worth families and institutional clients.

Sammir is a wealth management executive with significant leadership experience in the investment industry. Prior to joining First Avenue, Sammir spent 15 years at Gluskin Sheff + Associates Inc., most recently as a Managing Director on their Client Wealth Management team. Prior to that, he spent 4 years at KBSH Capital Management as a Senior Analyst.

Sammir obtained a Bachelor of Arts degree from the University of Alberta, holds the Chartered Investment Management designation and is a Registered Portfolio Manager. He sits on the Advisory Board for AREF Scholarship Fund and is a current Board Member of Peacebuilders Canada.

Sammir enjoys skiing, soccer and good food, but most of all he enjoys travelling with his wife and 4 kids.

Michael Michael Lippi CIM Portfolio Manager, Private Client Group

Michael is a member of the Private Client Group and manages and oversees investment portfolios for his clients.

Michael is a seasoned portfolio manager with over three decades of experience in wealth management. Michael has held senior roles with some of Canada’s largest fund companies throughout his career. Clients appreciate the insights Michael brings having experienced several market cycles over his career, coupled with his down-to-earth, personalized approach to service.

Michael holds a Bachelor of Arts in History and Economics and a Chartered Investment Management Designation.

Michael is an avid outdoorsman and hockey coach in his spare time and enjoys spending time with family, friends and his dog Troy.

Jesse Jesse Mills CFA, CAIA Portfolio Manager, Private Client Group

Jesse oversees the portfolio management and asset allocation for Private Client Group and Family Office clients.

Prior to joining First Avenue, Jesse worked as a portfolio manager with BMO Private Investment Counsel co-managing the portfolios of high-net-worth and ultra-high-net-worth clients. Through his time at BMO, Jesse gained experience working with North American equity and fixed income strategies and was the subject matter expert for alternative investments including various hedge fund and private equity strategies, real estate, infrastructure, and private credit.

Jesse holds a Bachelor of Arts from Carleton University and is a CFA charterholder and a CAIA charterholder. As a Carleton Ravens football alumni, Jesse continues to volunteer in the local football community at the university and high school level.

Jesse enjoys staying active outside of work, reading and spending time with his wife, son and dog.

Jason Jason Hunt CFP, CIM, CIWM Portfolio Manager, Private Client Group

Jason oversees portfolio management and the delivery and implementation of financial plans for clients within the Private Client Group. He builds meaningful relationships with the clients he supports and delivers exceptional service.

Jason has 16 years of portfolio management and financial planning experience.

He is a Certified Financial Planner practitioner, Chartered Investment Manager, Certified International Wealth Manager, and a Level 3 Chartered Financial Analyst candidate. Jason graduated from the University of Ottawa (2012, Summa Cum Laude – Silver Medalist).

Jason serves on the board of Options Housing, a supportive housing not-for-profit working to permanently end homelessness. He also serves the Development Cabinet of the Pediatric Oncology Group of Ontario (POGO). Jason has previously volunteered with the FP Canada Standard Council and served the advisory board of the finance program at Algonquin College.

Jason is a fan of the Ottawa Senators and has a deep appreciation for country music, for it is truly three chords and the truth.

Elliott Bourgeois Elliott Bourgeois MSc, CIM, CFP Senior Manager, Private Client Group

With a deep understanding of client needs and objectives, Elliott provides comfort and clarity for clients of the Private Client Group with robust financial planning and contributions to portfolio management and asset allocation.

Elliott has over 15 years of finance experience, ranging from credit and financial analysis to comprehensive planning and portfolio management. Prior to joining First Avenue, Elliott led the Family Wealth Advisory group of Welch LLP, supporting high net worth families with comprehensive wealth strategies.

Elliott has both a Bachelor of Commerce (BComm) and Master of Science (MSc – Management) from the University of Ottawa and is passionate about building stronger communities in the city he calls home. He volunteers on the Board of the Ottawa Dragon Boat Festival and Foundation, the Ottawa Regional Cancer Foundation Leadership Council, and the Ottawa Food Bank investment advisory committee.

Outside the office, Elliott plays a wide range of sports (golf, hockey, tennis, pickleball) and dabbles on the piano.

IAN Ian Chong CPA, CA, CFA Portfolio Manager

Ian is a member of the public markets investment team, where he drives the strategic direction of one of the firm’s equities funds and provides support on other equity mandates.

Ian began his capital markets career in 2000 as an Equity Research Analyst and worked for various Canadian banks. In 2007, he moved to Hong Kong and worked on the proprietary desk at J.P Morgan and Standard Bank PLC. Returning to Toronto in 2013, Ian was a Senior Investment Analyst at AGF Investments covering global equities. Prior to joining First Avenue in 2022, Ian was a Senior Manager at Scotiabank as part of the Portfolio Advisory Group overseeing the U.S. and Global equity guided portfolios.

Ian graduated from the Ivey Business School at the University of Western Ontario with an Honours Business Administration degree. He is a CPA and has been a CFA charterholder since 2003.

Outside the office, Ian enjoys a healthy and active lifestyle with interest in Thai boxing, snowboarding, and traveling.

BRANDON Brandon Thimer CFA Senior Analyst, Alternative Investments

Brandon supports the First Avenue alternative investment platform through the full investment cycle, from initial investment underwriting to post-transaction value creation.

He began his finance career in 2016, most recently working in M&A at Constellation Software Inc.Prior to that, Brandon worked as an investment analyst covering both public equities and credit at various boutique investment firms located in Toronto. His areas of expertise include financial analysis, commercial and operational due diligence, and transaction structuring.

Brandon holds an MBA from the University of Toronto’s Rotman School of Management, and a Bachelor of Management from the University of Lethbridge. He is also a CFA charterholder.

Brandon enjoys spending time with family and friends outside of the office, reading, and staying active.

Bushra Bushra Ahmed CPA, CGA Tax Lead, Family Office Practice

Working in the Family Office Practice, Bushra supports clients in achieving their tax planning and compliance-related objectives.

Bushra joined First Avenue in July 2021, bringing with her over nine years of experience in public accounting, where she was a Senior Manager servicing private companies and their owners. With experience working at both a Big 4 and a mid-size global accounting firm, Bushra has worked alongside clients from a wide range of industries.

Bushra is a CPA, CGA, and holds a Bachelor of Commerce degree from the University of Toronto’s Rotman Commerce program. Bushra has also completed the CPA Canada In-Depth Tax Course and holds a Trust and Estate Practitioner designation.

Outside of the office, Bushra is a bookworm and enjoys dabbling in portrait photography.

Beata Beata Krajcovic CFP, CLU Financial Planner, Family Office Practice

Dedicated to outstanding service, Beata supports the Family Office Practice by developing comprehensive financial plans and providing personalized wealth management advice to First Avenue clients.

Beata has over 20 years of experience in the financial services industry and began her career with Corporate Planning Associates (later acquired by Scotiabank). Prior to joining First Avenue, Beata was a Financial Planner at Raymond James Ltd. servicing financial advisors across the country. For her exceptional service, she has received multiple Service 1st Recognition Awards.

After moving to Canada from Poland, Beata graduated with Honours in Business Administration from the CompuCollage School Business in Vancouver and over the years has completed numerous financial industry courses. She has demonstrated a lifelong commitment to continuing education, having earned her a Certified Financial Planner and Chartered Life Underwriter designations.

Outside of the office, Beata enjoys beauty of nature, hiking, travel adventures and photography.

JULIE Julie Li CFP, CIM Financial Planner, Private Client Group

Supporting the Family Office Practice and the Private Client Group, Julie provides clients with comprehensive financial plans while working with portfolio managers to achieve clients’ tax, estate, retirement, education, planning goals and objectives.

Over the past seven years, Julie has acquired a diversity of experiences working with high-net-worth clients and families managing their wealth. While working as an associate at RBC Dominion Securities, Julie first discovered her interest in financial planning and she brings that passion to her work at First Avenue, delivering exceptional service to the firm’s clients.

Julie is a Chartered Investment Manager and Certified Financial Planner and holds a Bachelor of Arts in Economics from the University of Western Ontario.

Outside of work, Julie enjoys capturing life moments through her camera lens, visiting art exhibitions and spending quality time with her family and friends.

Connor Connor Duncan CIM Senior Manager, Compliance

Connor promotes a culture of compliance, supports efficient operations, and delivers outstanding service to First Avenue clients.

Connor joined First Avenue in 2017 from RBC. Connor began his career at First Avenue as part of the Family Office practice where he served some of our largest and most complex clients. In building on this experience, Connor has since assumed progressively greater responsibilities in supporting our operations and compliance verticals.

Connor is a Chartered Investment Manager and stays at the forefront of regulatory and industry trends as a member of the Portfolio Management Association of Canada.

Connor finds relaxation outdoors and enjoys spending time with his wife at the cottage. He is an amateur beekeeper, and his colleagues would all agree he is an excellent cook.

Venusha Venusha Selvendrarajah CPA, CA, CFE Senior Manager, Finance

Venusha manages First Avenue's key finance functions, including treasury management, financial operations, forecasting, and financial reporting.

With an extensive background spanning over a decade in the finance industry, she has assumed progressively senior leadership roles at institutions such as PricewaterhouseCoopers, Canadian Imperial Bank of Commerce, Bank of Montreal, and Ontario Teachers’ Pension Plan. Venusha has supported and worked alongside professionals in asset management, capital markets, wealth management, and pension plans in providing direction on matters of governance, management, financial and operational controls.

Venusha is a Chartered Professional Accountant and Certified Fraud Examiner with a Bachelor of Business Administration from Wilfrid Laurier University. She actively seeks volunteer opportunities within local communities to support those in need.

Beyond her professional commitments, Venusha finds fulfilment in spending quality time with her loved ones, baking, exploring new destinations, and embracing physical challenges as an ardent fitness enthusiast.

Charlotte Charlotte Hunter Manager, Marketing and Communications

Leading marketing and communications for the firm, Charlotte oversees investor relations, corporate communications and growth marketing strategies, while also driving the community pillar.

Charlotte has a decade of experience supporting and growing finance and technology businesses, including RBC Capital Markets and RBC Technology & Operations, and was also a co-owner of a successful photography studio. Her areas of expertise include creative direction and production, brand management, investor relations, public relations, sponsorships, events, corporate social responsibility, and diversity and inclusion.

Charlotte holds a Bachelor of Commerce in marketing and communications from Ted Rogers School of Business Management at Ryerson University (now known as Toronto Metropolitan University). Charlotte has volunteered as a member of various community committees focused on promoting and creating equitable environments.

Charlotte lives by health and wellness and enjoys travelling, exploring new restaurants, and engaging in creative arts.

Ethan Ethan Cummings Associate

Ethan supports the client service and equities teams and is involved in strategy and community initiatives for the firm.

Prior to joining First Avenue, Ethan was one of eight graduates selected to participate in CIBC Wealth Management Rotational program. Throughout his time at CIBC, Ethan worked with Strategic Initiatives and Business Intelligence group, Private Banking, and CIBC Wood Gundy Advisory.

Ethan graduated from Western University with a Bachelor of Management and Organizational studies. During his time at Western University, Ethan was one of six students who received a scholarship to complete their level one CFA exam.

Outside of work, Ethan enjoys travelling and staying active through various sports.

Kim Piche Kim Piche Associate

Kim supports the Private Client Group and Family Office Practice.

Before joining First Avenue, Kim worked at CIBC for four years as an Associate Business Advisor. During this time, she managed a group of business owners and entrepreneurs, handling tasks such as small business financing, financial analysis, investing, and day-to-day banking. Kim's experience in assisting business owners has given her a strong understanding of simplifying matters for clients, allowing them to prioritize their businesses and families. She is pleased to serve clients in both English and French.

Kim graduated from the University of Ottawa with an Honours Bachelor of Commerce in Management and a certificate in Entrepreneurship. She was a student-athlete who competed in Division One soccer and basketball.

Outside of work, Kim enjoys travelling and spending quality time with her family.

Vanessa Vanessa Rioux Administrative Associate

In her role, Vanessa provides exceptional client services and administrative support to the advisory team.

Vanessa is a seasoned professional in finance supporting top-tier hospitality businesses, including the Hazelton Hotel, where she focused on delivering 5-star client experiences. Her diverse background in finance, hospitality, and the arts gives her an edge in detail-oriented and creative problem-solving. Her refined customer service skills have provided her with the analytical tools required to seamlessly integrate operations with client services.

Vanessa is a graduate of the Material Art and Design Metalsmithing & Jewellery diploma program. She perseveres in expanding her knowledge of the financial industry through continued courses.

In her spare time, she enjoys gardening, fitness, felting, metalsmithing and spending time with her family.

Steph Stephanie Cole Executive Assistant to the CEO

Stephanie ensures day-to-day operations run smoothly by anticipating the needs of the CEO and staff, as well as providing high-quality administrative support such as managing travel arrangements, planning events and office management.

Stephanie is a tenured executive assistant with over a decade of experience in the field. She has worked with top-level executives in various industries, including retail and healthcare. Her expertise lies in managing complex schedules, organizing meetings, and handling confidential information. She is known for her exceptional communication skills, attention to detail, and ability to work under pressure.

Stephanie holds a diploma in Business Management from Humber College. She enjoys supporting philanthropic endeavours and gives back to the community through various volunteer initiatives.

Outside of the office, she enjoys spending time with her family, travelling and cooking.

Passion drives the relentless pursuit of progress.
As a family office, we plan, co-ordinate, lead and counsel on all facets and complexities of wealth.

Our Services

We provide portfolio management combined with ongoing financial planning. Clients have direct access to our investment team. Private Client Group professionals carry Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations and have extensive experience in effective client communication. They are members of the firm’s Investment Committee and are present at portfolio management meetings, working closely with First Avenue’s Chief Investment Officer. They have an in-depth understanding of portfolio holdings and market outlook. First Avenue clients also have access to the firm’s Chief Investment Officer.

  • Financial and estate planning as part of the ongoing client experience
  • Professional money managers, not professional salespeople
  • No commissions or trailer fees
  • Transparent, straightforward investment strategy
  • Regular communication in human language
  • Direct access to the firm’s Chief Investment Officer
  • Portfolio Managers’ own capital invested alongside yours

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Often, lacking great advisors is not the shortfall. Successful families have one or more advisors they trust and have worked with for years. The common weakness exists in the fact that there is not a formal process to how one’s advisors communicate and work together. As a result, there is little co-ordination and integration among strategies and advice from one’s various advisors. This is what our Advisory Board service solves.

After getting to know you and understanding your structure, the first step then for every First Avenue Family Office client begins with building their families’ Advisory Board. Understanding which trusted advisors you already have in place and which we need to add to complete the team: your Advisory Board. We are not here to replace any trusted advisors you may already have, but rather complete the voids and provide a structured platform where all work collaboratively on an integrated basis for your benefit.

Once your Advisory Board is in place, it is our responsibility to co-ordinate and lead the activities of your board. It may sound formal and it can be but it can also be as simple as ensuring ongoing coordination and integration of tax, investment, risk management, trusts and legal professionals. The result is a client experience where one is certain that the various considerations are heard and deeply contemplated.

A full-time collaborative approach considering all facets of your wealth: this is the Family Office difference.

Every asset you own, from investment portfolios and real estate to fine art, summarized on one document. The dashboard to every conversation. Kept up to date and reported to you quarterly. When doing any planning, we look at your entire picture and our Advisory Board will consider all angles. It’s about much more than just investments.

Whether it’s an immigration lawyer because your child is considering moving to the US after post-secondary studies, or it’s executing a complicated estate planning strategy with various trusts in multiple jurisdictions, we are relentless with planning for every facet of your financial world. But, planning is only the first step. Execution is equally important and we are beside you through the entire process. Rather than simply providing a referral and leaving the rest to you, we co-ordinate, and lead execution, attending meetings with your auxiliary professionals to ensure accurate integration at all stages. You avoid dealing with too many individuals and benefit from a further layer of governance on the work being done.

As your children become more independent, there may come a time where you wish to start involving them more in managing family finances. This is the pre-cursor to them making their own sound decisions in the future. Properly preparing beneficiaries for these responsibilities is essential. In conjunction with you, First Avenue Family Office organizes roundtables involving all generations and leads regular interactions to progress education and instill confidence in future generations. This education about the stewardships of wealth motivates successors to increase their involvement, which is invaluable in preserving wealth and family culture.

Every family is complex, and wealth can add a unique dimension to family dynamics. Emotions often replace rational and sound reasoning. Combine this with multiple beneficiaries with different personalities and objectives and it can create divisions within a family. As a trusted, objective partner, we create a safe platform and help guide conversations, allowing family members to maintain healthy relationships. Every beneficiary and family member has their own personality and differing financial needs. We work with each member and incorporate all objectives into the overall family wealth plan. This preserves relationships, wealth and the family legacy.

Wealth brings the opportunity to create impact. Before this, it is crucial to focus on oneself to understand: What is your legacy? What are your values and motivations? First Avenue Family Offices ask the appropriate questions and guide conversations to ensure philanthropists to have the greatest impact and create a family legacy. Our Family Office service captures all of the details of your financial world and helps your family make sense of it all. The result: addressing every facet of your financial life in an integrated and personal manner. We understand family dynamics and complexities and will take the necessary time to get to you know you and work through all important areas that need to be planned for.

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