Serving High Net Worth Families and Family Office Professionals.

Our Exclusive Focus:

"We specialize in helping affluent investors, entrepreneurial families, and family offices from across Canada address the complex challenges of managing significant wealth."

               -Thane Stenner and Youssef Zohny



StennerZohny Investment Partners+


We offer independent investment advisory services and the comprehensive capabilities of a multi-family office, including services such as investment consulting, tax and estate planning, insurance advisory, family education, philanthropic planning, and capital advisory services.We are particularly recognized for our client advocacy and high level network.

Each of our clients has their own unique wealth creation story.They are often entrepreneurs or corporate executives who have made significant wealth ($10M - $1B+ net worth, $3M+ minimum investable assets) primarily from liquidity events. They leverage our expertise to maintain and grow their freshly-minted assets.

Check out our Team Bios to discover if there's a fit for you and your family at StennerZohny Investment Partners+.

Liquidity Event Beneficiaries

We are liquidity event specialists helping families and wealth creators with $10M - $1B+ net worth going through a significant liquidity event like a business sale, real estate transaction, inheritance, divorce, or intergenerational transfer.

Entrepreneurs and Wealth Creators

We work with business owners, past or present, looking for expert advice on how to invest sale proceeds from significant business transactions.

Transitioning HNW Families  

Families with $10M - $1B+ going through a significant liquidity event like an inheritance, divorce, or intergenerational transfer. Using our extensive Family Office Services, We assist by creating and implementing a personalized family investment plan and connecting you with experts in philanthropy, estate planning, insurance, and other professionals who will add value to your family.These are coordinated resource experts to work collaboratively with your existing advisors.

Corporate Executives

Key corporate executives looking to simplify or delegate their wealth management requirements by engaging with a professional, trusted family office.