Family Office & Family Business Advisory

When a family and a business are intertwined, decisions rarely stay in one box. A remuneration choice is also a wealth decision; a succession plan is also a tax and governance question; a structuring move touches the next generation as much as the current one. RN Canada helps business families across Alberta and British Columbia keep all of it aligned — coordinating tax, wealth structure, governance and legacy planning so the business and the family move forward together rather than pulling against each other. The scope is advisory and coordinating, connecting the right specialists around one coherent plan.

What's included

• Coordinated tax planning. Bringing the family's and the business's tax positions into one view, so remuneration, distributions and structuring decisions are planned together rather than in isolation.
• Wealth-structure coordination. Helping organise how business and personal wealth are held, in coordination with the family's legal and investment advisors, so the structure serves the family's goals.
• Governance. Establishing how decisions are made across the family and the business — roles, forums and the boundaries between ownership and management — so the enterprise can endure beyond personalities.
• Legacy and succession planning. Thinking through the transition of the business and the family's wealth to the next generation, deliberately and early, rather than under pressure.
• Specialist coordination. Acting as the coordinating point across the family's lawyers, investment managers and other advisors, so advice is joined up instead of fragmented.

How we work

A business family's affairs are a system, and our value is in treating them as one. We start from the family's goals — for the business, the wealth and the next generation — and work outward, mapping where tax, structure, governance and succession touch each other. Where specialist advice is needed — legal structuring, investment management, insurance — we coordinate it rather than replace it, so the family gets joined-up advice instead of a stack of disconnected opinions. The aim is a plan the whole family understands and a structure that holds together as circumstances change.

This is advisory and coordinating work. We do not act as the family's lawyer or investment manager; we make sure those advisors, and the tax and business decisions, all point the same way.

Who it's for

This service fits Alberta and BC families that own an operating business and are thinking beyond the next year — about succession, governance and how wealth passes to the next generation. It suits founders who want the business and the family's affairs coordinated rather than managed piecemeal, families navigating a generational transition, and business families whose growing complexity has outpaced ad hoc advice from separate, uncoordinated advisors.

How RN Canada helps

We sit at the centre of the family's financial picture — coordinating tax, wealth structure, governance and legacy planning, and keeping the family's other advisors aligned around one plan. Because we also handle the underlying tax and advisory work, the business and the family are planned together; see our corporate and personal tax and business advisory services for the engine beneath this coordination.

General guidance on Canadian tax for individuals and corporations is published by the Canada Revenue Agency. Our founder, Ozgur Duymaz, holds a Ph.D. in accounting and finance and is a CPA (Canada), ACCA (UK) and CMA (US). To bring your family and business affairs under one coordinated plan, talk to us or browse the full services overview.

This page is general information, not personalized advice. Speak to us about your specific situation.