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 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
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Media

Article

April 28, 2021

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The multi-family office: Structure to support success

For those considering a family office, Marvin J. Schmidt proposes that when multi-family offices are structured to support this objective and strike the right balance between serving multiple clients while maintaining a small and select client base, they present a hard-to-beat combination of immediate access to experienced professionals and proven processes, while retaining overall affordability.

Regardless of their model, family offices and the professionals who work within them strive to continuously administer and oversee the day-to-day matters of their client families, well beyond the scope of wealth management, in an exceedingly personalized manner.

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June 09, 2021

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“We believe this investment philosophy serves clients best” | Canadian Family Offices x The Schmidt Investment Group

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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