Toronto, Ontario, Canada
Understanding that wealth means more just the numbers, Michael facilitates a focus on open and transparent communication, helping families define their own unique “Philosophy of Wealth”. A clear understanding of where the family is headed forms the foundation of a successful transition plan. Michael Mallinos, a Principal and founding Partner of Stonegate Private Counsel, brings extensive experience in managing all facets of a high net worth families’ financial affairs. Michael has worked for many years developing one of the only ‘multi-family office’ solutions in Canada- dealing with the successful transition of wealth from one generation to the next. Michael has worked with High Net Worth families for more than 17 years, and holds the Family Enterprise Advisor designation (FEA), along with being a Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Chartered Investment Manager (CIM). He earned his Bachelor’s degree in Economics from the University of Toronto and is involved in various charities, serving as a current member of the Royal Patron’s Circle, a past Co-Chair of the Young Patron’s Circle and a current member of the Planned Giving Committee all at the Royal Ontario Museum. He is also a founding member and board member of the Sarcoma Cancer Foundation of Canada.
Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses. We combine deeply personal service and local expertise with the resources of a global leader. Our unique partnership model fosters true collaboration, bringing together local expertise and global resources backed by incredible scale. As a result, our teams are empowered to seamlessly deliver the full strength of the firm to even the most complex clients wherever they work and live. And when you become a client, you are a client of the full firm—backed by the power of our partnership.