Services for Individuals

Some people mistake the term family office as one that requires a family. Mark Rotstein of Equilibrium Partners Inc. wants to put that myth to rest. In fact, individuals may need the assistance a good family office provides even more than a family because one individual is then left to deal with all the details of asset management for him or herself rather than being able to delegate certain aspects, such as philanthropic giving, to another family member (Individual Services).

What is a Family Office?

Mark acts as a family office to individuals and families alike. His role is that of a trusted advisor. Mark offers a wide range of services for individuals in the capacity of the family office. He believes his primary role is to make sure no small details fall through the cracks.

The family office provides unbiased advice. This means that it isn’t driven by profit or commission. Mark has no ulterior motives in the advice he offers. This is why he prides himself in building relationships first – so that he can be an advocate for you and so that you trust him to do just that.

Individual Services

Mark offers his services to high net worth individuals and keeps the group of individuals he services small so that he has the time it takes to get to know you and your goals so that he can help you achieve your vision while shoring up your financial position for accomplishing those goals.

Rotstein considers himself a bit of a personal quarterback for people in your situation and will work with your existing advisors in order to create a cohesive plan that matches your vision for the future and the assets you already have in place for accomplishing those goals.

What can Mark do for You?

The family office deals with the more mundane responsibilities you have as an individual of means. Mark is committed to offer an unbiased approach to the family office that is free from any conflicts of interest. Mark can help you in large and small ways depending on your needs. He can even help you manage various properties and create a succession plan, which can be critical if you have no family or heirs and many philanthropic causes that rely on your generosity.

These are just a few areas in which Mark Rotstein can help individuals like you accomplish goals and leave a legacy behind for others.

  • Household staff management.
  • Estate planning.
  • Managing philanthropic giving.
  • Dealing with accounting and payroll.
  • Budget planning.
  • Paying bills and banking.
  • Succession planning.
  • Investment planning.

Should your status ever change from single to married (or family planning), Mark can help provide a stabilising influence through those life changes and make necessary adjustments to accommodate these new changes.

That’s the beauty of having someone like Mark Rotstein on your side. He takes the time to get to know you, as a person, and can help you make adjustments as your situation calls for them. This is why it is so important for you to take your time and select someone who has your interests at heart wh