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Isaacson Financial Overview

Type

Multi Family Office

General Information

Isaacson Financial is a multi-family office headquartered in Winnipeg. The firm provides comprehensive wealth management and advisory services to families seeking tailored solutions for asset preservation, succession planning, and investment oversight. With a focus on long-term relationships and fiduciary responsibility, Isaacson Financial supports clients in navigating complex financial landscapes—facilitates intergenerational wealth stewardship and strategic capital allocation.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Winnipeg, Canada

Portfolio & Notable Allocations


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