In wealth as in life, everything is connected.

Whether envisioning what’s possible for your family, your community, or both, your finances are interwoven with everything you value.

70+

Happily retired families.

72

University educations funded

2.3M+

In charitable donations facilitated

9

Team experts and counting.

We help you positively impact those you love through a comprehensive, values-led approach to growing and protecting your wealth.

Start a conversation

Keep your values at the heart of your finances.

At Waypoint Family Office, we believe that all aspects of your life are touched by your finances and the feeling of safety derived from financial security. We turn disconnected advice into a comprehensive approach that considers every angle of your finances, including your hopes and dreams for your future and the future of those around you.

Start a conversation

Entrepreneurs with heart

We’re guided by an orientation towards family and the community, which we believe is at the heart of building a business, a future, and ultimately a life well-lived.

Patient coaches

Informed decisions are confident decisions. We make complex financial concepts easy to understand through a detail-oriented, educational approach.

Experienced professionals

Our combined 50+ years in the industry has given us a broad range of knowledge and expertise. This allows us to bring valuable life lessons to the table to serve you better.

Team players

We enthusiastically collaborate within our team, with other expert teams, and with your other professional advisors to create a bespoke plan for your family.

Our Services

Retirement and Cash Flow Planning

We help you navigate the transition to retirement with nuance, reassurance, and confidence so you can live the life you’ve always envisioned.

Investment Management

Focus on what’s truly important to you, knowing that your investments are being managed by experienced professionals dedicated to growing and protecting your wealth.

Estate, Succession & Philanthropy Planning

Fulfill a greater purpose with your wealth by providing for loved ones for generations to come, and through giving back to communities near and far.

Multi-Generational Wealth Planning

Your family’s wealth goes beyond net worth. We work with each generation to help develop your “family capital”, in turn encouraging confidence and a successful future.

Business and Corporate Planning

Protect what you’ve worked hard to build. Our team analyzes corporate structures so you can move confidently through each stage of your business or professional practice.

Tax Planning

Taxes are one of life’s only guarantees. We complete a full examination of your finances, implementing strategies that protect and retain your wealth.

Creating a path to realize your vision, together

Life will always have question marks. Different ages and stages lead to new challenges and opportunities.

With our guidance and support, you’ll avoid these questions becoming hurdles to the next step.

Start a conversation

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s.

John Smith

Client

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s.

Jane Doe

Client

Actualize your wealth’s potential with a team that’s on the same page

It’s never been more important to hold true to your vision for your wealth. We’re here to help you realize it.

Start a conversation