Helping successful families to grow and preserve their wealth across generations
Westmount , Québec
Founded in 2021, Samara is a family office created by families for families. This community of entrepreneurs and investors rally around the firm belief that wealth goes beyond money, the founders of Samara help other families prosper across generations while using their wealth to leave a legacy and make a meaningful difference in our society. Samara’s family experience combines with its team’s keen expertise in wealth management and solid professional network to build a strong foundation to offer its clients optimal solutions.
Sur place · Westmount
Translate leadership priorities into actions, coordinate cross-functional projects, prepare leadership meetings, and follow up on decisions and commitments. Coordinate business development activities, marketing and client events, internal collaboration, vendors, and special initiatives.
Sur place · Westmount
Manage relationships with families who have achieved success in business, building lasting relationships based on trust. Contribute ideas and participate actively in shaping the future of Samara and its integrated multi-family office model.