Crowe Soberman LLP

Crowe Soberman LLP is one of the largest public accounting and advisory firms in Canada. They provide audit, tax, advisory and risk services to small- or medium-sized businesses, individuals, not-for profit organizations and public companies.

Crowe Soberman's goal is to work with clients as part of their strategic advisory team. As a mid-sized firm based in Toronto, their size allows us to focus on building close relationships with clients to learn more about their goals and aspirations and help them achieve them. Their core motto is “Passionate people producing meaningful results.”

Crowe Soberman serves clients worldwide as an independent member of Crowe Global, one of the largest accounting networks in the world.

Acting as a family's CFO (Chief Financial Officer), Crowe Soberman provides a comprehensive and personalized approach, tailored to the family’s needs. It is their size that makes us different - small and nimble enough to understand and excel at the relationship factor, yet with unparalleled bench strength and depth of technical expertise. The affiliation with Crowe Global provides access to global resources.

The team has long-standing experience and understanding of the unique needs of a UHNW (Ultra High Net Worth) family and is dedicated to helping their clients achieve their financial goals, while simplifying their financial lives with practical solutions.

There is no “one size fits all” model for a UHNW client. Crowe Soberman provides bespoke services tailored to the multi-generational needs and goals of the families they serve. This customization reflects the family’s philosophy, vision, and goals.

Much more than "just accountants," Crowe Soberman’s comprehensive range of financial services includes corporate and family governance, estate planning, tax planning and philanthropic structuring. They work in collaboration with your wealth management advisory team while maintaining and ensuring independence from a specific financial institution.

Crowe Soberman's reputation for providing exceptional service comes from deep bench strength and extensive experience in supporting and protecting dozens of HNW and UHNW families. The team excels at responding to and anticipating the needs, and at times, competing goals, of the family while maintaining the utmost discretion and privacy.

They act as the quarterback for your family, working holistically and objectively with your broader advisory team towards achieving your long-term vision. This extends also to educating and advising the family members on areas related to the responsibilities of wealth.

Crowe Soberman LLP

Chartered Professional Accountants

2 St Clair Avenue East, Suite 1100

Toronto, Ontario, M4T 2T5

Canada

+1 416 964 7633

www.crowesoberman.com