White Birch Capital Group Overview

General Information

White Birch Capital Group is a multi-family office headquartered in Ottawa. The firm provides tailored investment management, estate planning, and strategic advisory services to high-net-worth families. With a focus on long-term capital preservation and intergenerational wealth transfer, White Birch Capital Group structures solutions that address the complex needs of its clients—enabling families to navigate evolving financial landscapes and achieve their objectives across generations.