Kevin Tran

OVERVIEW:

For over 15 years I have dedicated my career to serving ultra-high-net-worth (UHNW) families and business owners across Canada, helping them navigate the complex intersection of tax, wealth, estate planning, governance, and family legacy.

As the Managing Partner of Our Family Office, I have spent nearly a decade helping to build one of Canada's leading multi-family office practices from the ground up — developing service lines, leading client relationships, overseeing investment oversight, and acting as a personal CFO to UHNW families.

My background spans two Big Four accounting firms, a global bank, and a decade of direct family office leadership. I hold a CPA, CA designation alongside a Master of Taxation and Master of Accounting from the University of Waterloo — giving me both the technical depth and the strategic breadth to serve families at the highest level.

What defines my approach is the belief that the most important thing a trusted adviser can offer a family is not just technical expertise — it is genuine partnership. I have acted as Executor and Trustee, developed Family Constitutions, navigated sensitive family dynamics with discretion, and built relationships that span multiple generations.

I understand that at this level, wealth is not just financial — it is a legacy. And protecting, growing, and transferring that legacy requires an adviser who combines rigorous professional discipline with deep human empathy.

KEY HIGHLIGHTS:- Built an award-winning multi-family office practice from inception- Acted as personal CFO for UHNW families, overseeing holding companies, trusts, foundations, and operating entities- Created and implemented three new service lines including Insurance, Donor Advised Fund, and Estate Administration- Led automation and AI initiatives for performance and financial reporting- Served on Investment Oversight Committee overseeing private equity, real estate, and manager selection- Acted as Executor and Trustee for clients navigating complex multi-generational wealth transfer- Developed international tax structures for Canadian clients including cross-border and European structures- Drafted Family Constitutions and managed complex estates for UHNW families