Family office is genuinely a professional team sport. Bringing together both Grayhawk and non-Grayhawk experts to collaborate on behalf of a common client is the ethos of Grayhawk’s Outsourced Family Office Service. There is nothing more professionally satisfying than watching the benefits families receive when their advisors align, integrate advice and collectively deliver results for a family.
Carolyn Cole brings her experience in family office leadership and strategy to Grayhawk’s Outsourced Family Office Service. With Carolyn’s leadership, the team is dedicated to recognising, supporting and accomplishing a family’s goals and objectives while delivering impartial and unbiased recommendations. This unique family office team structure is designed to bring multi-disciplinary experts together based on specifically identified family needs.
Her depth and breadth of knowledge, combined with her network of family office professionals, enables Carolyn to accurately identify what family office elements are important to clients, eliminate unnecessary industry jargon, educate families and advisors, create actionable strategies and source best in class talent.
Carolyn often draws upon on her personal experience of raising her now adult sons who are the fourth generation of a family enterprise. This rare lens assists other families in avoiding unintended consequences that may result from the best of intentions. Her tangible life experience has been integral to Carolyn’s advisory approach.
After a successful career in wealth spanning three financial institutions and designing a family office platform for a Canadian accounting firm, she launched Cole & Associates which creates and delivers customized family office strategy and design. She founded Family to Family Capital Connection, a private platform for her network which supports sharing of ideas and capital. Recognizing another much-needed service, Carolyn also co-founded Family Office Administration Services which delivers bookkeeping and administration to family offices across Canada. Carolyn has been directly involved in the transition and or advisement of multiple billions in net worth.
Carolyn graduated with distinction from the University of British Columbia (UBC) with a Bachelor of Business Administration and has completed her Family Enterprise Advisors designation. She has also attained her Certified Financial Planner designation, her Personal Financial Planner designation and completed the Canadian Securities Course. Carolyn also attained a diploma in Marketing from the Northern Alberta Institute of Technology.
Carolyn lives with her husband in West Vancouver and works across Canada. They collectively have four children, three grandchildren and enjoy nearly all outdoor activities. Carolyn loves to bring people together around a meal she has prepared and believes family is everything.