DCF’s FO Session, Managing Generational Capital, Protect & Accelerate Family Assets, Steven Albiani

With Steven Albiani, Managing Partner, Stratum Advisory Group Stratum Advisory Group is a leading boutique tax, philanthropic and insurance planning firm that works with Canadian business families and established entrepreneurs. Stratum was established to be independent and is designed to…

DCF's FO Session, Managing Generational Capital, Protect & Accelerate Family Assets,  Steven Albiani

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With Steven Albiani, Managing Partner, Stratum Advisory Group

Stratum Advisory Group is a leading boutique tax, philanthropic and insurance planning firm that works with Canadian business families and established entrepreneurs. Stratum was established to be independent and is designed to meet the complex needs of multigenerational families. Our work is focused on both financial assets as well as human assets within the family. Both need to be managed effectively in order to perpetuate long term success. Over the years Stratum has realized that our biggest strengths are the relationships with our client families, their other advisors, and the financial institutions that assist us in implementing our structures. Collectively, we have been able to provide high quality solutions and make a difference in their lives as well as the communities they support.

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