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We help ultra-high-net-worth investors stay that way, longer term.

We help ultra-high-net-worth investors stay that way, longer term.

If you haven’t heard of Thane Stenner, you likely haven’t been paying much attention to the upper echelons of Canada’s wealth management industry. The founder of Tiger21 in Canada — a high-net-worth investor peer network — is one of the nation’s most sought-after wealth managers, whose clients’ net worth ranges from $25 million to $2.5 billion. (Canadian Family Offices Magazine, May 2022)

Stenner Wealth Partners+ is an in person/virtual team of financial/wealth specialists with a boutique approach and global perspective servicing Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. As a CG Wealth Management team, SWP+ is a highly exclusive practice team with Canada’s largest independent wealth management firm.

 

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BNN Bloomberg Podcast Season 3 Episode 2 with Andrew Chau

With guest: Andrew Chau, CEO & Co-Founder of Neo Financial/SkipTheDishes

February 29, 2024

Andrew is co-founder and Chief Executive Officer of Neo Financial — a leading Canadian fintech company that’s transforming how Canadians earn, save, and spend money…

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Who We Serve

Family Offices

As your family grows and your wealth increases, you may face an increasingly complex set of financial planning challenges. SWP+ has extensive experience in the formation and servicing of Single and Multi-Family Offices, executing on wealth management and succession planning initiatives for multi-generational time horizons.

Public and Private Corporations

In today’s highly competitive business environment, corporations of all sizes are looking to professional consultants and wealth managers to help guide the financial future of their firm. At SWP+, our team has decades of combined experience in helping navigate the long-term corporate needs of both private and public companies.

Entrepreneurs and Wealth Creators

Entrepreneurs and Wealth Creators

Business owners and early participants in emerging companies sometimes face the challenge of diversification into a portfolio of different assets and asset classes. Wealth concentration can be immensely beneficial but ultimately a source of large idiosyncratic risk. SWP+ has worked with many founders in the past to variegate that exposure in a healthy risk-adjusted manner.

Ultra High Net Worth Individuals

Investors with an increasingly multifaceted and growing portfolio are often tasked with requirements like asset allocation oversight, tax planning, and consolidated reporting. SWP+ assists UHNW Individuals with these planning requirements through the construction and execution of an institutional-caliber investment plan with a regularly-updated Investment Policy Statement guiding wealth management decisions.

Liquidity Event Beneficiaries

Liquidity Event Beneficiaries

With sudden changes in a person’s wealth come many questions about what comes next. Events such as a business sale, major real estate transaction, or inheritance require a great deal of legal, tax, and financial planning to execute effectively and end up with the most favourable outcome.

Foundations and Endowments

From Non-Profit Organizations to Educational Institutions, many entities acting in the best interest of their ultimate beneficiary are taking an ultra-long-term approach to asset management. SWP+ is also well-versed in philanthropy management and Donor-Advised funds for affluent clients looking to give back to their community.

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