LP Profile

Sana Family Office

Multi Family Office (MFO)Surrey, Canada
Surrey
Headquarters
Investment Focus

About Sana Family Office

Sana Family Office acts as your personal Chief Financial Advisor. We know that having a successful family enterprise is no small feat, and with that success comes growing complexities. We’re here to make your lives better. We improve your family’s well-being by listening, planning and executing complete wealth management. To achieve this outcome, we focus on the following key principles: -Providing clear options so informed decisions can be made -Providing peace of mind -Finding the right strategy for your family -Helping you avoid the big mistake -Maximize tax planning opportunities and mitigate risk -Planning for the expected and the unexpected -Helping you navigate business transitions -Creating strong inheritors for the next generation

Preferred Investment Types

Growth CapitalInvestment FundsLong-Term InvestmentsPrivate DebtPrivate Equity

Preferred Sectors & Themes

Business & Administrative ServicesCorporate Finance ConsultingDebt ManagementDiversified Finance ConsultingEquity/Mutual FundsFixed Income/Debt SecuritiesInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingWealth & Estate PlanningCommercial & Professional ServicesFinanceFinancial ServicesProfessional Business ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

Canada
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FAQ

Frequently asked questions

What type of investor is Sana Family Office?

Sana Family Office is a multi family office (mfo) based in Surrey, Canada.

Where is Sana Family Office headquartered?

Sana Family Office is headquartered in Surrey, Canada.

What does Sana Family Office invest in?

Sana Family Office focuses on Growth Capital, Investment Funds, Long-Term Investments, Private Debt, Private Equity, Business & Administrative Services, Corporate Finance Consulting, Debt Management.

How can I contact Sana Family Office?

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