Multi Family Office

West Oak Family Office

West Oak Family Office is a multi-family office headquartered in Calgary, Canada. Founded in 2020 by former private banking professionals Andrew McQuiston and Kelly Demo, it serves high-net-worth executives, business owners and their families, integrating...

West Oak Family Office

West Oak Family Office

West Oak Family Office is a multi-family office headquartered in Calgary, Canada. Founded in 2020 by former private banking professionals Andrew McQuiston and Kelly Demo, it serves high-net-worth executives, business owners and their families, integrating investment management, tax strategy and legacy planning within a single platform. The team leverages deep regional roots and institutional experience—guiding complex wealth toward long-term preservation and growth.

General information

Firm type

Multi Family Office

Year founded

2020

AUM

Location

Region

North America

Country

City

Calgary

Corporate office

T2P 4K9, Calgary, Alberta, CA, 3400, 421 — 7th Ave SW, TD CANADA TRUST

Frequently asked questions

What is West Oak Family Office?

West Oak Family Office is a multi family office headquartered in Calgary.

When was West Oak Family Office founded?

West Oak Family Office was founded in 2020.

Where is West Oak Family Office headquartered?

West Oak Family Office is headquartered in Calgary, in the North America region.

How many professionals work at West Oak Family Office?

Altss tracks approximately 9 professionals associated with West Oak Family Office.

What does Altss track for West Oak Family Office?

Altss maintains an OSINT-verified profile of West Oak Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is West Oak Family Office's website?

West Oak Family Office's public website is advisor.wellington-altus.ca/westoakfamilyoffice. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is West Oak Family Office?

West Oak Family Office is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on West Oak Family Office?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for West Oak Family Office?

West Oak Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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