Private Wealth, Public Impact
A breakfast fireside chat on the evolving role of investment policy in family wealth and Family Office
September 19, 2025 — 8:30 am
St. Regis Toronto, 325 Bay Street, Toronto, ON
Adam Hoffman, CEO – Pinnacle Wealth
Outsourced Family Office Professional and Co-Trustee to Family Enterprises
Adam’s mission is to empower entrepreneurial families to thrive for generations. As CEO of Pinnacle Wealth, Adam interacts with those clients that desire outsourced family office professional advice and strategic guidance. Adam acts as a co-Trustee for family trusts with over $1B in assets.
Sam Prasad, Partner — Cassels
Samantha Prasad is a partner in the Tax & Trusts Group at Cassels, where her practice spans private client, international, and trust planning. She advises multinational corporations, family businesses, and high-net-worth families on tax-efficient structures, reorganizations, and cross-border trusts. Samantha is especially focused on business succession and maximizing generational wealth for her clients with effective family governance.
Michael Astone, CEO — ArcStone Securities
Mike is a Managing Director with over 15 years of investment banking experience across multiple sectors. He co-founded BMO’s pioneering cannabis banking practice and later led high-profile financings and go-public transactions at Cantor Fitzgerald. Today, he advises and invests in growth companies, helping founders and boards access global capital and accelerate strategic growth through ArcStone Securities and Investments Corp.
Kelly Burke, Partner — Chamberlain Family Wealth Advisors
Kelly Burke is a private equity professional and the founder of Chamberlain Family Wealth Advisors, supporting. He supports family offices with capital allocation strategies ranging from private company transactions to fund manager selection and direct investments. Passionate about building connectivity and trusted relationships amongst a growing community of family principals and their single-family office professionals. Kelly also advises on family office formation, succession, and next-generation mentoring.
Join us for an exclusive breakfast hosted by Adam Hoffman and Pinnacle Wealth as we explore how direct investments like those at the Arcstone Growth Summit work within the evolving use of a family Investment Policy Statement.
This event will feature three investment professionals with deep experience working with families — those that have used effective IPS and those that have not.
Proposed Fireside Chat Topics Include
Family Bank
Investment Policy to entrepreneurial and non-financial family member opportunities: Strategically allocates across public equities, fixed income, private credit, and private equity to match investor risk profiles
Tax Overlay
How personal tax-driven investment pools and the Income Tax Act rules impact portfolio design
Family Values
Driving investment governance through measurements like ESG and UN Sustainable Development goals
We’re pleased to have Cassels as our breakfast sponsor, one of Canada’s leading law firms. Cassels’ Private Client, Capital Markets, and Private Equity Groups are recognized for guiding families, entrepreneurs, and institutions through complex capital, governance, and compliance matters. Cassels brings trusted expertise to the intersection of private wealth and capital markets.
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Pinnacle Wealth Brokers Inc. (“Pinnacle”) is registered as an Exempt Market Dealer in the provinces of Canada. Pinnacle is also registered as a Portfolio Manager in BC, AB, MB, SK, QC and ON and as an Investment Fund Manager in AB, ON and NL and QC. Pinnacle provides private investment opportunities to qualifying Canadians through a network of trained, registered dealing representatives throughout the country. This information does not constitute the sale or purchase of securities. This is not an offering of securities. Offerings are made pursuant to an offering memorandum and only available to qualified investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. The risks of investing are outlined and detailed in the applicable offering memorandum and you must review the offering memorandum in detail prior to investing. Investments are not guaranteed or insured and the value of the investments may fluctuate.