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LSBB Family Office
Benjamin Lee and Stephen Stuart established LSBB Family Office in 1993. The firm provides wealth management, estate planning and intergenerational transfer...
LSBB Family Office
Benjamin Lee and Stephen Stuart established LSBB Family Office in 1993. The firm provides wealth management, estate planning and intergenerational transfer services to multiple client families. Its structure sits inside the TD Bank Group platform while maintaining separate investment decision lines. The firm deploys capital through fund-of-funds commitments, direct real estate holdings and mission-related investments. Confirmed sector exposure includes PropTech, EdTech, ClimateTech, Energy Transition & Renewables, WaterTech and Healthcare Services. Geographic focus remains North America. One named vehicle is Cymbria Commodity Exposure. The firm also records philanthropic commitments to the Hong Fook Mental Health Foundation and the Toronto Public Library Foundation. Team size and total headcount are not publicly stated. Additional offices beyond Markham are not disclosed. Benjamin Lee maintains membership in the Palm Beach Hedge Fund Association. Thor Hervieux holds CFA and FCSI designations and belongs to the Toronto CFA Society. A dated operational note from the record shows Tara Biro joined in 2009 and Wayne Bryson joined in 2006. The firm’s architecture combines a multi-family office mandate with an embedded relationship to a major Canadian bank’s private wealth division. This arrangement supplies operational infrastructure while preserving separate portfolio construction for the families it serves.
General information
Firm type
Multi Family Office
Year founded
1993
AUM
7500 (Altss estimate)
Location
Region
North America
Country
Canada
City
Markham
Corporate office
Markham, Canada
Principals
Benjamin Lee
Founder, Senior Vice President and Senior Portfolio Manager
Stephen Stuart
Founder, Senior Investment Advisor and lawyer
Tara Biro
Business Partner, Senior Investment Advisor
Wayne Bryson
Business Partner, Senior Portfolio Manager and Senior Investment Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at LSBB Family Office?
Benjamin Lee serves as Founder, Senior Vice President and Senior Portfolio Manager. Stephen Stuart serves as co-founder and Senior Investment Advisor. Tara Biro and Wayne Bryson act as business partners with portfolio and advisory responsibilities.
Is LSBB Family Office structured as a single family office or multi-family office?
The firm operates as a multi-family office. It serves multiple client families rather than a single lineage.
Does LSBB Family Office participate in fund commitments or only direct deals?
The firm uses fund-of-funds vehicles alongside direct real estate positions. It also records philanthropic and mission-related allocations.
Where does the underlying wealth come from?
Wealth origin for the client families is not publicly disclosed.
How is LSBB Family Office related to TD Bank Group?
The Toronto-Dominion Bank is listed as a business partner through TD Wealth Private Investment Advice.
What sectors does LSBB Family Office target?
Confirmed focuses include PropTech, EdTech, ClimateTech, Energy Transition & Renewables, WaterTech and Healthcare Services.
Does LSBB Family Office maintain philanthropic structures?
The firm records support for the Hong Fook Mental Health Foundation and the Toronto Public Library Foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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