Our Firm

Our multi-family office serves clients who wish to preserve and grow their capital. Our goal is to fully address their portfolio and wealth management concerns so that they can enjoy the most valuable commodity of all – peace of mind.

Our Purpose

For Canadian wealth managers, investment expertise coupled with unconflicted advice is often the exception, not the rule. Tacita Capital was formed to bring these together under one roof: a private, independent multi-family office where rigorous, evidence-based investing leads, guided by the tax realities affluent families face, and accountable to the family alone.

We manage the complexities that accompany significant wealth. Our capabilities extend across portfolio construction, tax-aware decision-making, estate and succession planning, liquidity planning, philanthropy, family governance, and intergenerational wealth transfer. By coordinating these dimensions with clarity and care, we help families bring structure to their financial affairs, consistent with their circumstances, priorities, and long-term objectives.

Our Clients

We manage the investment capital of a number of multi-generational families and some of Canada’s most successful professionals and entrepreneurs. We also manage the portfolios of our clients’ Foundations and independent Donor Advised Funds (DAFs).

Our clients share the challenges associated with preserving, growing and managing their family capital. Each family requires a nuanced and comprehensive approach to their wealth that goes beyond the realm of many traditional portfolio managers. We serve a limited number of families to ensure that we gain a deep understanding of each family’s financial goals, risk profile, and unique circumstances.

Our clients include multi-generational families and some of Canada’s most successful professionals and entrepreneurs.

How We Are Different

Private and Independent

Tacita Capital is privately owned and is not associated with any public investment company. Unlike banks and other public companies, we do not have to balance the interests of public shareholders with those of our clients. Because we are truly independent, our clients can be confident that their concerns are our first priority.

Family Office Experience

As an authentic multi-family office with an active founding family, we have a first-hand understanding of the issues associated with managing wealth.

Tacita Capital was formed in 2005 by Michael Nairne, a leader in the wealth management industry, and Joanne Swystun, an experienced tax lawyer.

On seeking management solutions for their own capital, they determined that the sophisticated portfolio management services available to affluent investors in the U.S. were not available in Canada. Tacita Capital was formed to bring these opportunities to affluent Canadians.

Our family office serves clients who wish to grow and preserve their family capital to fund their lifestyle needs and provide for their families. We provide our clients with highly customized planning and advice that addresses their more complex affairs.

Open Architecture

We access the full universe of global investment management capabilities including hedge funds, private equity, private debt and private real estate opportunities that are not generally available to public investors. Unlike banks and certain mainstream portfolio managers, our investment solutions are not limited to proprietary funds and/or a finite solution set.

Tax-Conscious Investing

Because we deal solely with affluent families, we focus on after-tax returns. Our sophisticated approach to investing is designed to minimize tax drag and maximize after-tax performance.

The steps we take to this end include:

construct asset class mixes based on expected after-tax asset class returns;
analyze and select managers based on after-tax results;
allocate mandates among household members and entities to minimize tax burdens;
identify and make use of tax-preferred vehicles;
rebalance portfolios with a view to minimizing unnecessary taxes; and
perform timely and effective tax loss harvesting

Are you seeking advanced, tax-optimized, and customized portfolio and wealth management?