Our Approach

Specializing in you

Your family is unique — and so are your needs. A senior family advisor will take a hands-on approach by helping you define long-term goals and making life easier with services tailored to you. We help you stay informed, in control and confident to ensure you are on track to achieving your vision for the future.

A Trusted Advisor for All of Your Unique Needs

Our advisors work closely with you, ensuring that your plan is aligned with your family’s financial outlook.

We can help you:

  • Set goals and chart your financial future by delivering experienced, objective advice
  • Coordinate with external advisors to maximize opportunities and reduce risk exposure
  • Manage day-to-day financial and personal affairs so you can focus on other important matters
  • Prepare future generations for managing inherited wealth by offering a financial education program
  • Make the most of your distinct financial profile by providing access to specialized services
  • Manage your investment strategy and diverse investments to achieve long-term objectives
  • Address any issues that arise from ownership of a family business

Services designed with you in mind

Family Wealth Stewardship

Family Wealth Stewardship

Your senior family advisor will work alongside you, and younger generation family members, to define goals and nurture a lasting legacy.

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Strategic Risk Management

Strategic Risk Management

Your senior family advisor will help prepare you for potential risks to your family’s wealth, while using innovative solutions to turn those risks into opportunities.

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Investment Consulting

Investment Consulting

Commerce will provide objective advice and help you develop a coordinated strategy for managing diverse family investments, based on your goals and tolerance for risk.

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Personal Financial Administration

Personal Financial Administration

Your senior family advisor will carefully manage daily financial and administrative affairs you wish to delegate, freeing you up to attend to other important matters.

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How can we help you?

For more information on the services we provide and our unique approach to managing your financial needs, reach out at your convenience.

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