About Us
Exfin Corp is committed to the wellbeing of its clients by implementing a holistic approach to define needs and pull resources from its vast network to provide the best financial, wealth management and strategic planning consulting services accesible to midsize families and their businesses.
Our Vision
To advise and produce asset management solutions for a select group of families committed to being good stewards of their wealth.
Our Legacy
By managing and generating accurate information of the financial evolution of an estate through the sum of 100% of its components, one has a clear picture of what each asset contributes and what is the opportunity cost of holding them. Providing such information in a timely fashion can be groundbreaking for decision making in a family offices. Our main goal is to assist families in applying tools to better manage their collective wealth and educate future generations of ownership to strike the perfect balance between benefit and responsibility.