Chris Clarke TEP

First Affiliated Family Office Group Ltd.

Chris Clarke is the CEO, co-owner and founder of First Affiliated Holdings Inc., and owner of First Affiliated Securities Inc. Chris is also the founding Family Office Director. Holding her CA designation since 1987, Chris also obtained her CFP and later R.F.P. (Registered Financial Planner) designation, meeting the highest accreditation offered by the Institute of Advanced Financial Planners. She achieved the TEP (Trust and Estate Practitioner) with the worldwide Society of Trust and Estate Practitioners (STEP), and is certified with the Canadian Association of Family Enterprise (CAFÉ) as a Family Meeting Facilitator.

Chris spearheaded development of the independent Multi-Family Office (MFO) in Canada with an innovative approach towards integrated wealth, lifestyle and legacy management. Chris continues to innovate today leading the business operations at First Affiliated, modeling best practices, providing market education through the First Affiliated Academy and facilitating philanthropic initiatives through the First Affiliated Foundation.

Chris is the driving force behind the expression and preservation of our company culture, mission and strategic direction. Our leadership and innovation were recognized when The Society of Trust and Estate Practitioners (STEP) voted First Affiliated one of the four top Family Offices worldwide. We were also proud recipients of the Canadian Association of Family Enterprise (CAFÉ) Family Business of the Year Award – Georgian Bay Chapter. Chris is an active member of CAFÉ, STEP and the Family Firm Institute (FFI), and entertains regular speaking engagements.

Chris is also the author of a soon to be published book True Family Wealth: Love, Money & An Inspired Life. True Family Wealth is an inspiring and practical guide for parents who want to support their adult children in finding their passion to live the lives they love, while using financial strategies to support their choices and those of future generations.

The Sponsors

Jersey Finance Pictet North America Advisors S.A. Rawlinson & Hunter Ministry of Financial Services - Commonwealth of the Bahamas IRI-The Marshall Islands Registry Bermuda Business Development Agency Abu Dhabi Global Market Bryn Mawr Trust Company of Delaware International Wealth Tax Advisors LOM Financial Miller Thomson LLP Touchstone WSFS Wealth - Christiana Trust Enhance Group Henley & Partners Invest Barbados Boslil Bank Limited Hull & Hull LLP Legacy Tax + Trust Lawyers Thorsteinssons LLP