Burkett Family Office Services is a multi-family office firm based in Victoria, British Columbia.
The experience of Burkett & Co. Chartered Professional Accountants, founded in 2000, and Burkett Asset Management Limited, founded in 2014, underpins our standalone Burkett Family Office Services firm. Our perspective as a family-owned business gives us highly informed insights into the challenges and opportunities that business families face.
Burkett Family Office Services provides the structure for financially successful families to effectively steward their financial assets. Our integrated approach gives our clients the direction, perspective and confidence to reach their financial goals.
Typically, our Family Office Services clients are business families who have grown their personal net worth to exceed $25,000,000.
A bespoke approach to tax loss selling
Tax loss selling often begins with a calendar reminder. Somewhere in November, advisors start poring over clients’ non-registered accounts looking for unrealized losses that can help alleviate a tax burden or offset a tax bill coming from any realized gains. It’s a bread-and-butter value add for advisors, using technical skills to manage a client’s taxes.
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