First Affiliated Holdings, Inc.

Overview

First Affiliated Holdings Inc. is the multi-family office entity within the First Affiliated group. It prepares strategic financial plans and coordinates implementation with each client’s chosen professional advisers.²

Its family office work integrates wealth, lifestyle, and legacy management. The firm also describes family education and philanthropic support through the First Affiliated Foundation as part of its approach.³

History

The firm says it was established in 1989 and remains privately owned. It reports recognition from the Society of Trust and Estate Practitioners as one of four top family offices worldwide, along with a Canadian Association of Family Enterprise Family Business of the Year Award for the Georgian Bay Chapter.¹³

Leadership

- Chris Clarke, Family Office Director and CEO of First Affiliated Holdings Inc.; co-owner, founder, and founding Family Office Director.⁴ - Karl Mortveit, Head of Operations at First Affiliated Holdings Inc. and President of First Affiliated Family Office Group Inc.⁴ - W. Barton Rowe, Head Investment Strategist at First Affiliated Holdings Inc. and Portfolio Manager at First Affiliated Family Office Group Inc.⁴ - Brent Barrie, Head of Financial Planning at First Affiliated Holdings Inc. and Chief Compliance Officer and Portfolio Manager at First Affiliated Family Office Group Inc.⁴ - Tina Di Vito, Head of Family Office Services, focusing on tax, estate planning, generational wealth transition, and family office delivery.⁴

The firm says its team works with multigenerational families of wealth, and that many employees have been with First Affiliated for 15 to 20 years.⁴

Services

First Affiliated Holdings Inc. provides estate planning, tax planning, cash-flow management, risk management, succession planning, and retirement planning.²

Its investment support includes portfolio research, investment-manager due diligence, performance monitoring, and quarterly investment-performance reporting.²

The firm’s service offering includes an Opportunity Map, a secure Family Vault for centralized records, a Family Prosperity Plan, and a Family Board of Advisors that coordinates external professionals.⁵

Its Family Office Mandate includes integrated financial management, tax and estate strategies, investment-manager research, portfolio reporting, bookkeeping, bill payment, cash management, and property management.⁵

First Affiliated Holdings Inc. states that it is not licensed to advise on or trade securities. Where appropriate, it refers those services to suitably licensed advisers.²

First Affiliated Family Office Group Inc. is a separate group company registered as a Portfolio Manager under Ontario securities law and the passport system in Ontario, Alberta, British Columbia, New Brunswick, and Nova Scotia.²⁶

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client focus

The firm says it works with financially established individuals, families, business owners, executives, and families managing complex legal, financial, lifestyle, or multigenerational matters.⁷

Approach

First Affiliated describes its work as coordinating the financial, lifestyle, and legacy needs of families while bringing together the appropriate professional advisers. Its stated model combines planning, administration, investment-manager research, reporting, and coordination through a Family Board of Advisors.²³⁵

FAQs

Related resources

• LocationMultifamily offices in Canada

  This Canada-focused page helps a family compare how multi-family offices in the country organize advice, administration, and long-term family support. It gives context for assessing a privately owned Canadian office serving a limited number of families, including questions about regional experience, fee structures, and the scope of tax, estate, and governance work.

• GuideMultifamily office services

  This overview explains the main services a multi-family office may coordinate, from tax and estate planning to bill payment, insurance, retirement, philanthropy, and family education. A reader can use the categories to map personal priorities to the fee-based services described for First Affiliated Holdings and identify topics to discuss during an initial conversation.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single-family offices and wealthy families considering how to organize private wealth management. Its perspective can help a business owner or family compare a multi-family office model with building internal capabilities, while thinking through governance, education, philanthropy, and administrative needs across generations.

• GuideData privacy and security with an MFO

  This privacy and security guide outlines questions families can ask before sharing financial records, tax details, family documents, or bill-payment access with a multi-family office. It is useful for reviewing safeguards and communication practices alongside services such as administration, risk planning, estate work, and family governance in a Canadian setting.

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  Profiles of Our Family Office Inc., BC Partners in Planning Ltd., and HNW Services Inc. provide additional points of comparison within this site's directory. Reviewing their stated services, locations, and client focus can help a family or business owner prepare a consistent checklist when considering a Canadian, fee-based multi-family office.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.