Werklund Family Office

Single Family Office (SFO)Calgary, CanadaFounded 2006
$400M
Assets Under Management
Calgary
Headquarters

About Werklund Family Office

Werklund Family Office is a single-family office based in Calgary, Alberta. Established in 2006, by David Werklund, the Werklund Family Office consists of two entities Werklund Ventures and Werklund Foundation. Werklund Ventures is a private family-owned investment company holding both private and public investments. The firm provides personal and wealth management services for individual family members. The firm is committed to supporting initiatives that ultimately empower students and educators with the leadership skills necessary to realize their potential. In addition to all aspects of the energy, water, and waste management businesses, WVL can add value through finance, operations, M&A, or strategy as part of our core functions or external network.

Preferred Investment Types

BuyoutDebt - GeneralPrivate EquityGrowth/ExpansionVenture CapitalVenture Capital - Early StageVenture Capital - Later StageReal Estate

Preferred Sectors & Themes

Startups & ManagementCapital MarketsMulti-Asset InvestingHedge FundsTrust ManagementLegal & Tax ServicesDiversified Finance ConsultingInvestment ManagementWealth & Estate PlanningImpact InvestingCharitable Investments FinanceAlternative InvestmentsTraditional Investments (Liquid Assets)Financial ServicesHigh-Level SectorsValues-Based InvestingNon-Profit

Preferred Geographies

United StatesCanadaGlobal

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Frequently asked questions

What type of investor is Werklund Family Office?

Werklund Family Office is a single family office (sfo) based in Calgary, Canada, managing approximately $400M in assets.

Where is Werklund Family Office headquartered?

Werklund Family Office is headquartered in Calgary, Canada.

How much does Werklund Family Office manage?

Werklund Family Office manages approximately $400M in assets under management.

When was Werklund Family Office founded?

Werklund Family Office was founded in 2006.

What does Werklund Family Office invest in?

Werklund Family Office focuses on Buyout, Debt - General, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Real Estate.

How can I contact Werklund Family Office?

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