Family Wealth Concepts is a family office - multi based in Erin, Canada, founded in 2010. Verified contact details, AUM data, and investment preferences on FindLPs.
Family Wealth Concepts is a multi-family office based in Erin, Ontario. Established in 2010, the firm offers family office services that include investment and portfolio planning, insurance and risk management, tax and estate planning, financial planning, retirement planning and life planning. The assets of the firm are managed by the executive management team.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.