Ralph Awrey
Director, Family Office @Stonehage Fleming
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WORK HISTORY
Director, Family Office @Stonehage Fleming
Toronto, ON, CA
Our vision is to be the pre-eminent independent adviser to the world’s leading families and wealth creators, helping manage and protect their wealth now and for future generations, affording them time and peace of mind. We are in a privileged position, able to share the practical wisdom gained over many years of working with extraordinary individuals and families, helping them avoid the pitfalls of wealth and preserving their wealth across generations.Our clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we draw on a rich array of in-house experience and expertise to manage and protect their wealth; and work closely with families’ existing offices, advisers and our extensive network of professional firms delivering the optimal combination of internal and external advice based on client needs.Our relationships with clients would typically include- Helping define the purpose of family wealth, its governance and succession plans - Managing and administering international structures such as trusts and companies - Managing investment portfolios on a discretionary and advisory basis - Ensuring plans are in place for all phases of the financial life cycle and that wealth is structured efficiently - Identification and mitigation of the full spectrum of risks to family wealth - Reviewing legal structures, taking account of cross-border and inter-generational considerations - Sourcing and advising on private capital investment opportunities - Creating reports aggregating and analysing all aspects of client wealth - Coordination and execution of all banking and treasury needs - Advising on matters of corporate finance for the family business and other commercial interests - Management of art collections and other lifestyle assets
EDUCATION
SFI Swiss Finance Institute
International Wealth Management Leaders Seminars
Chartered Professional Accountants of Canada (CPA Canada)
CA CPA
University of Toronto - Rotman School of Management
MBA
Western University
BA (Hons.), Political Science and History
SKILLS
ABOUT RALPH AWREY
I work with Canadian connected individuals, families and their advisors who require multi-jurisdictional wealth preservation and transfer solutions, customised to include domestic and international fiduciary structures, sophisticated global investment support, custody, and family office and governance expertise. We provide families with high quality strategic advice and planning, operational support and execution. We help them define the purpose of the family wealth, its governance and succession plans, assist with the identification and mitigation of the full spectrum of risks to family wealth and ensure plans are in place for all phases of the financial life cycle and that their wealth is structured efficiently.To meet their needs I draw on our rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms.Our clients are defined by their purpose and ambition rather than by simple measures of current wealth. We work with:• Families (including their trusts, corporate structures, business and philanthropic interests and full spectrum of assets), crossing generations and geographies• Wealth creators at different stages of their development, but with similar strategic planning needs
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