Werklund Family Office

Werklund Family Office

David P. Werklund established the office in 2006 after building Canadian Crude Separators and related energy-service companies. The family office now manages succession, tax planning and investment deployment for the Werklund family. Capital flows through Werklund Ventures while the Werklund Foundation handles separate philanthropic activity. The office allocates across buyouts, growth equity, venture capital, public equities, private credit, infrastructure, natural resources and real estate. It executes direct co-investments and SPVs alongside fund commitments and secondaries. Confirmed positions include holdings in energy-transition and industrial-technology companies. Geographic reach covers North America, Europe and the Middle East & Central Asia. Stage coverage spans venture through buyout. The team includes CEO Sean Morgan and managing directors Matthew Andrade for public investments and SeeHon Tung for private investments. Additional family members Deanna Werklund and Mark Werklund sit on foundation and governance bodies. The office maintains properties in Calgary, Shuswap Lake and Maui. No new operational events were recorded in the last 24 months. A single-family structure with an integrated operating company background distinguishes the office. Investment decisions remain inside the family while external partners execute on specific mandates. This setup allows rapid allocation across public and private markets without external LP reporting requirements.