SHAYNE STEPHENS & JAMIE MACBRIDE LANDMARK FAMILY OFFICE "A UNIQUE APPROA
IN today’s complex environment, wealthy families
are dealing with a multitude of issues that need
attention, with various advisors and institutions
offering different solutions, price tags, products
and services. This makes it difficult for family
leaders to stay on top of their affairs and take care of the family’s
wealth management needs with confidence.
“In response to the evolving needs of our clients,”
explains President Shayne Stephens in 2001, “we looked outside
the traditional wealth management landscape and created the
Landmark Family Office.”
She goes on to say, “There are many great products and
solutions being offered in the marketplace, but it is not one-size- fits-all.” Our families have to know when making a decision:
Is our situation an ideal fit for the product or strategy
being offered? Are there other options we should be looking at?
How will this impact our family and all the other things we are
doing or thinking of doing?
There are very few people who can answer these questions
objectively.
The Landmark Family Office advisors sit on the side of
the client to understand the purpose of the family wealth, work with
all family stakeholders to identify gaps or missed opportunities,
and then develop a strategic framework for all of their planning
needs. We help our families figure out what is true and what is
false, what works, what matters, what is useful, and what can go wrong.
“The top priority for us is to help our clients sleep at
night by having all of their wealth, lifestyle, and legacy matters
integrated under a single, trusted management team headed by the
Family Office Director. This allows our clients to gain control of
their finances, maximize opportunities, and build wealth that is
sustainable for years to come,” says Jamie MacBride, co-founder
of Landmark Family Office.
Jamie is passionate about his work in the wealth management industry and takes a disciplined approach to ensuring Landmark clients reach their goals and objectives. As a pioneer in the Canadian wealth management industry, he has been invited to speak at the Schulich School of Business and co-authored an international
handbook for advisors to families in business published by The
Society of Trust and Estate Practitioners (STEP). Jamie holds a
STEP Advanced Certificate in Family Enterprise Advising.
Shayne believes that along with the privilege of
working with her families comes great responsibility. From a
background in behavioural sciences, organizational development
and communications, she takes a strategic approach to helping
shape the lives of wealthy families so that they have the financial
freedom they deserve. Shayne is a Certified Family Business
Advisor (CFBA), a Fellow of the Family Firm Institute, as well as
a member of the Institute for Family Enterprise Advisors. She is
a regular speaker at investment conferences across the country on
topics such as impact investing, private wealth management, and
family office forums.
“At Landmark, we have worked together with hundreds
of wealthy families and business owners. It’s the attention we
pay to every detail of the client situation and the time we take to
complete every task associated with the planning objectives that
ensures our families receive value from the advisors and products
they choose to reach their goals,” Shayne adds.
The freedom to do what is in our client’s best interest is
essential to everything that we do!
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Landmark Family Office
9040 Leslie Street, Suite 7
Richmond Hill ON L4B 3M4
Phone – 905.477.9974
Email – info@landmarkadvantage.ca