Start with what needs to connect
A planned business sale, an inheritance or support for the next generation can affect several people and decisions. We begin with your priorities, the assets involved and the questions that need attention together.
Bilyk Financial · Kelowna
Family Office Services in Kelowna
Keep connected decisions in the same conversation.
When a family’s wealth spans businesses, investments and generations, the challenge is often coordination. We help bring the financial picture together and connect planning discussions with the professionals already advising you.
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What we can work through
Make responsibilities clear
Your accountant and lawyer bring specialist perspectives. With your permission, we coordinate relevant financial planning discussions and clarify who needs to provide advice or take action. Specialist tax advice, filings and legal documents remain with the appropriate professionals.
Consider the family alongside the finances
Different family members may have different needs, expectations or involvement in a business. We can discuss whom you want involved, the information you want to share and the financial implications of the options being considered.
Agree on the scope
Family office needs vary. Before proceeding, discuss which services and written materials are included, how coordination will work, fees and the timing of reviews. A broader service arrangement should address a genuine coordination need.
Make the first conversation useful
Bring your main questions and a high-level overview of your situation. We can agree on any documents needed and an appropriate way to share them.
- Which decisions involve more than one advisor?
- Who in the family should take part, and what can be shared?
- Are there upcoming business, retirement or inheritance decisions?
Connected decisions
Financial Planning
Compare the choices ahead, from retirement timing to supporting family, using your goals and financial picture.
Estate and Legacy Planning
Clarify what you want to pass on and the financial questions to discuss with your lawyer and family.
Financial Advice for Business Owners
Consider personal finances alongside the capital, income and succession decisions in your business.
Meet to discuss the decision ahead
Our advisors live in Kelowna and can meet in the city by arrangement. Our only physical office is in Vegreville. Please confirm the meeting details with us before attending.
Tell us your preferred city and what you would like to discuss. Please do not include account numbers or sensitive financial documents in an initial enquiry.
Before we meet
Do you have an office in Kelowna?
Our advisors live in Kelowna and can meet in the city by arrangement. Our only physical office is in Vegreville. Please confirm the meeting details with us before attending.
What should I ask before proceeding?
Ask who will work with you, which services and written materials are included, how fees are calculated and how future reviews will work. An introductory conversation is a chance to decide whether the proposed relationship fits your needs.
Can my accountant or lawyer be involved?
With your permission, we can coordinate relevant financial planning questions with your existing professionals. They remain responsible for specialist tax or legal advice, documents and filings.
General information only. Services and recommendations depend on your circumstances and the agreed scope. Obtain qualified tax and legal advice before acting on matters requiring that expertise.