Malcolm Ross is a sought after Family Office Advisor to business owners and successful families. He helps navigate the difficulties of building successful businesses, preparing for business succession and the challenges of family wealth transfer. His belief is that Family Wealth OptimizationTM is the process of aligning the
client family value with that family’s values.
Malcolm is a multiple-award winning Canadian Certified Financial Planner (Advisors Edge Magazine 2002 and 2013 Five Star Wealth AdvisorTM), a Chartered Life Underwriter, a Registered Trust and Estate Practitioner, a Certified Family Business Advisor, a CAFÉ trained Family Board and Council Facilitator and the Founder of Canada’s first Virtual Family OfficeTM. With over 35 years of international business experience Malcolm is unique in his ability to address family business and succession from farming, manufacturing, technology, hospitality, transport, retail sales, construction, industrial services, professional services and real estate. He has been selected as one of America’s Premier ExpertsTM for his client-centred, process-driven, collaborative advisory approach for advising business families—which is at the core of the successful Virtual Family OfficeTM model which he pioneered in Canada.
He is an author and engaging international public speaker who has a spoken at conferences for Canadian National Christian Foundation and Advisors with Purpose, Canadian Association of Gift Planners, Society of Trust and Estate Planners, Canadian Association of Financial Planners, Vancouver Board of Trade, Opal Canadian Family Office Conferences and the First South African Family Business Conference. In addition he was the Founder of the Financial Advisor Network FAN Program which has provided professional development to over 750 professional accountants in British Columbia, Canada in the areas of tax and estate planning, family business succession and family wealth optimization. He speaks regularly on the subjects of Family Wealth OptimizationTM and of structuring business for sale, succession and purchase.
Malcolm believes in involvement in local and global community service, having been a Past-President of Vancouver Arbutus Rotary Club, a former member of the Professional Advisory Committee to Sauder School of Business UBC Business Families Centre, lectured in Advanced Financial Planning at Trinity Western University, is a past Treasurer of St John’s (Shaughnessy) Anglican Church, and Chairman of African Enterprise Canada. He is a proud husband of Melanie (who has suffered him for over 30 years), and father of Shaun (and Nicki) and Kathy, adult children who are a constant inspiration for faith, relationship and service.
You can connect with Malcolm at: [email protected] www.twitter.com/TaxAlphaGuy http://ca.linkedin.com/in/malcolmdross/ www.investaflex.com