About Roamy Dhannu CPA, CA
Roamy Dhannu is a member of the Chartered Professional Accountants of British Columbia and worked with PricewaterhouseCoopers LLP for almost ten years serving many high net worth individuals and owner-managed companies. He offers a remarkable ability to see the end result, knowing where to place priorities to help reach the goal. As a small firm, Dhannu Consulting Group offers a close personal connection that isn’t typically available from large companies.
Securing and structuring your family wealth
For many families in business, greater control over family wealth has become an ever increasing priority. Around the world, families are discovering the value of family offices.
A family office is a professional platform dedicated to investing financial surplus generated by the family business, or through the sale of that business. You gain a trusted, discreet advisor who comes alongside to provide accounting, advice and other forms of support to help you manage your family’s wealth assets.
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A few ways your family benefits from a family office:
Protecting family wealth
The Dhannu Consulting team ensures that your assets and business interests are structured in compliance with relevant legislation and regulatory requirements.
Spreading investment risk
We help you diversify family wealth and advise you on changing economic and financial circumstances that could impact the security of your assets.
Improving family cohesion and generational transition
As a third party, we provide a stable and neutral voice that assists you in dealing with strategic asset allocation and key investment decisions, removing the stress of making these decisions.
Clarifying governance
We establish processes to manage your assets, giving you a meaningful framework to guide your family in stewarding your wealth.
Managing personal affairs of family members
We help make your life easier by discreetly assisting in a number of critical personal circumstances to minimize your exposure and stress.
We provide a full array of quality business services to your family office, including:
Taxation services
We’ll coordinate preparation of tax returns to ensure compliance with current tax legislation and the regulations, aimed at providing you with significant tax savings.
Financial Reporting
We prepare financial reports and advise you on the most effective governance and risk assurance mechanisms to protect your assets.
Central Accounting
We assist with full cycle accounting and controls management under one administration to give you the highest level of convenience and comfort.
