Family Wealth Optimization
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Family Business Advising
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Finanical Advisor Network Links
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Our family wealth management pro-cess is a multi-disciplined approach that is not driven solely by tax structuring, investment management, estate planning or succession planning, but reflects the integration of these in achieving family quality of life as demonstrated by the strength of the families' relationships.

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Investaflex has developed a family business office structure which is designed to coordinate such family business issues as the Family Vision, governance, ownership and trust structures, human capital growth, ma-nagement succession, change management, and the Strategic Business Plan.

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The FAN Program is a strategic initiative which provides value-added business services to accountants, lawyers and consultants and their clients.  Such services include Professional Development Seminars, Client Information Seminars, and a Technical Resource Centre.

FAN Program  FAN Family Office 
FAN Learning Centre

Featured Article:  "What it takes to retire rich"  BC Business Magazine, November 2007

2008 - 2009 FAN Program Brochure	Seminar 1:  Tax & Estate Planning (November 2008) Seminar 2:  Business Succession & Exit Planning (January 2009)

	In the News...
	Investaflex is featured in Advisor's Edge Magazine and The Vancouver Sun.  Articles include: "Virtual Visionary" Advisor's Edge Magazine, November 2005   "The Equalizer" Advisor's Edge Magazine, July 2005 "Keep the Family Fortune under one Virtual Roof" The Vancouver Sun, June 4, 2005 And several other featured stories... Click here for more

	.		Investaflex Investment / Tax Planning Update
	. . . . . . . . . . . .		Read more on current Investment and Tax Planning issues from our experts on the Investaflex Team:    Oct 2008 Investment Review & Update Confused and Confounded Sept 2008 Investment Review & Update Survivor - Wall Street June 2008 Investment Review & Update Geo-Politics and the "Real" Economy May 2008 Investment Review & Update Inflation - The Invisible Thief! April 2007 Tax Planning Update