Transition Management and Succession Planning
Create a plan to support a smooth transition and secure the future of both your family and your business.
Financial Roadmap
Set the course for your business, your wealth, and your family with an informed roadmap.
Family Legacy
Ensure your legacy thrives for generations with a comprehensive strategy.
Solutions for your family’s success
Our Family Office Services team works with you and for you to navigate key decisions and milestones for your family and your business. We’ll support you throughout every stage of your journey — from the beginning of your business to after you exit.
Our advisors help identify issues and opportunities and secure alignment around values and goals in all aspects of your life, your wealth, and your business. We develop a roadmap to maximize and organize your wealth, simplify your life, and guide you down a path to reach your family and business goals.
When you’re ready to move on to what’s next, transition management and family legacy planning can help set your next generation up for success. We’ll help you navigate complex family dynamics, make sense of your options, and make the right decisions to achieve your goals.
-
The four key solutions of MNP’s Family Office
Here’s how we help you make sense of your options — and make the right decisions to achieve your goals.
Advice for your family business and business families
How can you make the most of your family business through every stage of its lifecycle? Our advisors provide support and advice from the beginning of your journey to after you exit your business.
Take the exitSMART assessment
Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.
Family Office Playbook
No two families are the same, and money creates additional complexities. MNP’s Family Office playbook provides insights to help you navigate family dynamics, address challenges, and develop a comprehensive strategy to secure the future of both your family and your business.
Family Office Insights
-
February 29, 2024
Is your Credit Union Prepared for the Future
Digitization and evolving membership preferences are dramatically changing the financial services space. In this first part of our whitepaper series, we focus on three.
-
Performance
February 29, 2024
Create a Long-term Practice Plan and Protect What You’ve Built
Explore the three areas where SMARTPro can help you plan for the future.
-
Progress
February 29, 2024
Purchasing a professional practice during a global pandemic
Tips for navigating the changing world of professional practices from our experienced advisors.
Contact our Family Office team
Kerry Smith CPA, CA, TEP
National Leader, Family Office Services
Kerry Smith, CPA, CA, TEP, is a Partner within MNP’s Professional Services team in the Vancouver, B.C. office. With a strong focus on incorporated professionals and professional service firms, Kerry provides efficient and effective accounting, taxation and consulting services. He takes pride in looking beyond tax returns and financial statements to help clients achieve their personal and business goals.
Kerry builds strong relationships with clients, ensures that cross-functional teams within MNP are meeting their needs and responds to enquiries in a timely manner. He draws on past experience with the firm’s Professional Services team as well as two years overseeing the financial planning of highnet-worth families to assist professionals with all aspects of their business, including cash flow management, debt repayment, retirement, and strategic tax and estate planning.
After earning a Bachelor of Business Administration degree from the University of Fraser Valley, Kerry became a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA). Furthering his education, he attained the Trust and Estate Practitioner (TEP) designation in 2020. He is a member of the Chartered Professional Accountants of B.C. as well as a member of the Society of Trust and Estate Practitioners (STEP). Kerry has presented at numerous seminars and conferences focusing extensively on financial planning and tax planning