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RECEIVED AN INVITATION OR ALREADY A MEMBER OF THE Masterclass? Login to view further details.

Masterclass Overview

Dates: April 13 - 16, 2026

Location: Niagara-on-the-Lake, ON

The Masterclass is the definitive course on Family Offices in Canada. It is an intensive in-person learning program designed specifically for families seeking to deepen their knowledge and understanding of the foundational elements of successful family offices.

 

Inspired by families, it is a closed-door, expert-led experience, tailored for a select group. Participants will benefit from a collaborative environment where they can engage deeply with experts and families with similar circumstances, to navigate the complexities of multi-generational wealth management. 

 

 

Faculty

Inspired by Families - Led by Experts

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Judi Cunningham
Founder Trella Advisory Group Toronto, ON

Founder

Toronto, ON

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Devin DeCiantis
Managing Partner LGA (Lansberg Gersick Advisors) Toronto, ON

Managing Partner

Toronto, ON

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Tom McCullough
Founder & Chairman Northwood Family Office Toronto, ON

Founder & Chairman

Toronto, ON

CONNECT. LEARN. EXCEL. This is a different approach to learning, unlike any you’ve experienced

 

This Masterclass is more than just a program — it's a thoughtfully designed experience that enables families to explore the foundational elements of successful family office structures and optimize them to meet their unique needs. With the guidance of an exceptional faculty and the collaborative spirit that defines Cambridge, we’re creating a space for clarity, connection, and confident decision-making.

 

Highlights & Key Benefits Include 

Holistic Perspective - Considers human and social capital alongside financial assets
Objective Guidance - Provides neutral evaluations to avoid vendor bias
Tailored Approach - Focuses on the specific dynamics of high-net-worth families
Exclusive Setting - Fosters deep engagement and lasting connections in a retreat-style environment
Ongoing Support - Ensures continued progress and knowledge sharing through scheduled post program virtual follow-ups
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STILL UNSURE? Connect With Us to Learn More

Hear how our participants describe the practical benefits of our programs.

Mike Howe

Director, Family Office Learning Programs