Tacita Capital Inc.

Overview

Tacita Capital Inc. is a private multi-family office based in Toronto, Ontario, established in 2005. The firm specializes in customized, tax-optimized portfolio and wealth management for affluent and ultra-affluent Canadian families. With a team of about 24 professionals, it focuses on preserving wealth, growing capital, and ensuring family prosperity through evidence-based strategies aimed at achieving superior long-term, risk-adjusted, after-tax returns.

The company offers integrated wealth management solutions that include investment management, wealth planning, and overall advisory services. Investment management encompasses advanced portfolio design across various asset classes, including global public equity, fixed income, and alternatives like hedge funds and private equity. Wealth planning services involve tax planning and estate structuring tailored to Canadian clients. Tacita Capital employs a disciplined approach to risk management, ensuring customized strategies for capital preservation and growth across generations.

Basic Information

Contact Details

• Phone: +1 416-640-6740
• Website: tacitacapital.com
• LinkedIn: linkedin.com/company/tacita-capital-inc

Key Focus Areas & Initiatives

• wealth management
• investment counsel
• family office
• portfolio management
• portfolio engineering
• private client services
• independent investment advice
• holistic wealth management
• open architecture
• family wealth
• wealth preservation
• other financial investment activities
• bespoke investment solutions
• private pools
• private client portfolios
• tax efficiency
• real estate
• multi-family office
• consulting
• wealth advisory
• asset management
• private debt strategies
• multi-generational wealth
• portfolio diversification strategies
• real estate investments
• portfolio rebalancing
• tax-conscious investing
• private debt
• wealth management innovation
• portfolio construction
• investment strategies
• private equity
• model portfolios
• customized portfolios
• client-centric approach
• private wealth
• alternative investments
• risk management
• financial planning
• hedge fund access
• alternative asset classes
• private investments
• tax-optimized investing
• sophisticated investors
• investment anomalies
• family office services
• multi-disciplinary team
• tax planning
• behavioral biases in investing
• asset allocation
• hedge funds
• private family office
• after-tax performance
• private pools management
• wealth planning
• private equity funds
• investment research
• after-tax returns
• services
• investment consulting
• investment management
• b2b
• finance
• construction & real estate

Technologies Used

• AI
• Apache
• Google Tag Manager
• Gravity Forms
• Linkedin Marketing Solutions
• Microsoft Office 365
• Mobile Friendly
• Outlook
• WordPress.org
• reCAPTCHA