Schwaben Capital Group

Schwaben Capital Group (Schwaben) is a multi-family office based in Toronto, Canada. Established in 2009, the firm assists families and family enterprises with their asset management and estate matters. It assists in the inter-generational wealth transition through strategic planning and proper application of life insurance. The firm advises families with family decisions regarding separation of different assets to the heirs, transfer of a family business from generation to generation, and reduction of long-term tax liabilities. It also advises on how to keep large family enterprises intact if some family members elect to choose other careers. The firm is managed by the executive management team.