Toucan is a full-service advisor & multi-family office for everyone. More than an indulgence for the ultra-wealthy, a family office provides independent and expert counsel with an emphasis on integrity and transparency. At Toucan, we believe these principles are essential, regardless of the client’s means. Toucan offers impartial, holistic advice at a fraction of the cost of traditional providers, with an emphasis on hospitable, personalized service. Our goal is to become your trusted partner for comprehensive, value-driven financial planning, advice, and investment management. We believe in the value of planning. We charge a fair and fixed annual fee. We invest for the long term. We don’t believe in active management in public markets. We pride ourselves on being accessible, responsive, proactive and hospitable in our engagements with clients.
