A CPA's Role in the Evolving Family Office Landscape

This course will provide an overview of what a family office is, types of family offices that exist, the current family office landscape in Canada and globally, and how Chartered Business Valuators are uniquely well-positioned to contribute meaningfully within this evolving industry.

1. Presentation
2. Recording
3. Additional Books to Reference

About this course

$49.00
1 CPD hour
October 22, 2025

Brad Jesson

CPA, CA, CIM - Principal, Northwood Family Office

Brad is a Principal with Northwood Family Office, working with families in the areas of goals based financial planning, investment management, tax and estate planning, and next generation education. Brad is a CPA and CIM and a guest lecturer at the University of Toronto Rotman School of Management. Prior to Northwood, Brad was a Director with a single family office in Toronto and the CFO for a family run enterprise in Alberta. Brad is active in his community and currently Co-Chairs the Board of the Canadian Centre for Housing Rights.