What is “Family Office”?

Within the realm of family services, exists an important service, that of Family Office. Whether you’ve created the newest mobile app craze and made a boatload of money or have just come into an inheritance or written and sold the next Harry Potter-like series of books, managing the family funds is so much different than managing a business. That is where the family office comes into the picture.
Family office management is a substantial partnership designed to help you manage your family funds, meet your tax needs, protect yourself legally, and more. You may simply be overwhelmed by the complex nature of managing the financial resources and responsibilities of the family.
Mark Rotstein can act as a family office, or trusted advisor, to your family. Mark will act as a trusted advisor who is loyal to your family and exercises extreme confidentiality in all matters pertaining to your family. He offers advice and guidance that is unbiased and objective. He receives no financial gain from pushing families into investments, services, or purchases that aren’t in their best interests.
The primary function of a family office is to ensure that nothing falls through the cracks. This requires building a relationship with the family in order to determine priorities and needs so that all of them are met.
Because the role of Family Office is so personal it is important to take the time to find someone that you feel comfortable working with and trust completely. Without a relationship built on mutual trust, it will be hard to provide the information and access a family office needs to function properly on your behalf. There are a few things you want most from your family office.

• Experience
• Understanding
• Discretion
• Honesty

It’s important to understand that while the name is family office, these services are also available to individuals who have a high net worth and need assistance in managing the scope of your wealth or resources.
The truth is that you need a team of people working for you to help manage your wealth and allocate your assets for growth today and in the future – while making sure that the mundane things like taxes, legal matters, bills, insurance services, property management and maintenance, and trusts for children and grandchildren are handled appropriately.
Mark Rotstein is here to help you manage the complexities of your day-to-day financial issues while also helping to prepare you for the many changes ahead of you. Whether you’ve been dealing with your financial management in the past, are looking for new management options, or you are new to your wealth and need a little help getting things under control, Mark can help you get a handle on your family office needs. He will quickly assess the situation and then take a little time to understand your goals and needs before taking action to remove the burden from your shoulders.
You’ll find that once you are no longer dealing with the unnecessary stress of family office responsibilities, you have so much more time to invest in things that are most important to you.

Mark Rotstein – Philosophy

Mark Rotstein is the founder of Equilibrium Partners Inc. The organisation offers personal service to high net worth families in the form of Family office, household staff management, philanthropy coordination, investment and estate planning education, property management, succession planning, multi-generational education, and education for children. The understanding is that EQ can assist families with their financial decisions, planning, and goal setting at all stages – acting as a stabilising presence for families when major changes or life events occur.
Rotstein has more than 20 years of experience providing personalise, one-on-one services to families of all shapes and sizes. He prides himself in building strong relationships with the families he serves. This is accomplished through spending a great amount of time with the family in order to determine goals and identify specific financial needs so they can be met. Equilibrium Partners Inc. has a very distinctive philosophy to share its vision of the role the organisation plays in helping families throughout Toronto meet their needs.
The EQ Philosophy
These are the philosophies that allow EQ to offer the high level of personal service that is important to them to offer. This includes the number one priority of keeping things personal. In order to accomplish this, EQ maintains focus on a select number of individuals and their families. That way attention isn’t spread too thin to be effective and time isn’t taken away unnecessarily from the relationship building process.
The next important philosophy is to remain completely objective and transparent. There will be no conflicts of interest. No products to sell. No commissions earned.
EQ works in concert with your existing advisors in order to promote a spirit of cooperation and provide greater opportunities for success.
EQ is committed to the success of its clients. This means it is tireless in its efforts to ensure that same success and exceptional personal service on all levels.
Attention to detail is critical in carrying out its responsibilities. This is what sets Equilibrium partners apart from so many other family offices and similar service providers.
We feel it is a privilege to work with the families we serve. To that end, we provide you with discretion and confidentiality through various events and milestones in your life and our service.
Equilibrium Partners Inc. believe it’s this philosophy that makes all the difference in the world and sets them apart as true industry leaders.
Mark Rotstein has built an organisation he can be proud of. His twenty year history providing services to high net worth people and their families has created a firm foundation for Mark. One that is built on integrity, trust, and open, effective communication. That is why Mark prises trust so much today.
The commitment to building relationships is crucial to the nature of the service EQ provides, especially when dealing with spectacularly high net worth families in need of assistance managing their financial resources. Call Mark today to learn more about the many resources and services that are available to you and your family.