Richter Family Office Inc.

Overview

Richter Family Office operates under the Richter Family Office trade name, with Richter LLP and RFO Capital Inc. forming part of the group. The firm describes itself as one of Canada’s largest fully independent multi-family offices and says it has assisted successful business families for a century.¹²

History

Richter was founded in Montreal in 1926 as Richter, Usher & Co. The firm reports that its current multidisciplinary team includes more than 700 professionals, with operations in Montreal, Toronto and Chicago, according to a 2026 announcement.³¹²

Timeline

1. 1926Richter was founded in Montreal in 1926 as Richter, Usher & Co.
2. 2026The firm reports that its current multidisciplinary team includes more than 700 professionals, with operations in Montreal, Toronto and Chicago, according to a 2026 announcement.

Leadership

Richter’s current team page identifies Tasso Lagios, CPA, as Managing Partner. Lagios advises business owners and families on wealth transition, succession, governance and complex taxation matters.⁹¹⁰

Services

Family office services include wealth creation and management, family office operations, finance and reporting, family governance, estate and tax planning, family security, philanthropy, financial literacy and real estate opportunities. RFO Capital Inc. provides wealth and investment advisory, portfolio management and consolidated wealth reporting services and is identified as a registered portfolio manager.⁵⁸

Richter also says it operates an integrated two-platform model that combines business advisory with family office services.¹¹

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Family governance and education
• Private and alternative investments

Client Focus

The firm focuses on business owners, entrepreneurs, private clients and families whose business, wealth and family matters are closely connected.⁴

Approach

Richter says its process begins with an exploratory review of a client’s long-term goals. It then develops and implements a customized solution with seasoned professionals acting as an expert C-Suite.⁶

The firm attributes its investment approach to independence and objectivity. It says RFO Capital gives clients access to a broad range of global investment opportunities.⁷

FAQs

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Sources

1. Richter Family Office: Creating and Managing Your Wealth
2. Richter Family Office
3. Our Firm and People
4. Business Family Office
5. Richter Family Office services
6. Richter Family Office process
7. Richter Family Office investment approach
8. Creating and Managing Your Wealth
9. Tasso Lagios, CPA
10. Tasso Lagios profile
11. Richter
12. Richter marks 100 years as Canada’s only business family office

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.