A proven, professional, private banking expert dedicated to your well-being

What does it take to be successful in the family office industry? It takes someone like Adrian Leon. Adrian is poised and ready to help your family create, maintain and grow its customized family office environment. Adrian is at the helm of The Family CEO, a company founded in 2008, that is dedicated to providing financial peace of mind to families. With over 20 years as a powerhouse in the industry, Adrian served as Vice President of Private Banking for a major financial institution. Providing strategic alignments, partnering with other leading-edge experts when necessary, applying sound family enterprise principles and fostering a “generational” approach to managing the family wealth (not just for today but for many years to come), Adrian is a client-focused and seasoned professional.

The Family CEO – Protecting wealth now and for your future!

A self-directed strategic thinker, Adrian has built The Family CEO business model around working directly with families as they navigate the day-to-day management of their lives. Adrian works with the parents, grandparents, children and grandchildren of those with family wealth, helping them to think strategically about the future while he manages the mundane details of the daily administration tasks necessary to ensure they stay “on top” of their financial affairs. Adrian navigates through the minutiae of wealth management using a combination of his strong project management skills, superior interpersonal and communication skills, exemplary leadership style, and by relying on his proven track record of success in the private banking industry. Adrian’s key strengths lie in three main areas: Wealth Project Management, Administration and Risk Management.

Adrian is a caring, consummate professional, also committed to charitable endeavours.

Adrian has been affiliated with several charitable organizations for a number of years, including the WaterStone Foundation, Special Olympics, The Tour for Kids, Jennifer Ashleigh Children’s Charity and the Ride for Karen, and has raised funds for Juvenile Diabetes and for Sick Kids. Additionally, he has been involved with the Ride to Conquer Cancer with Princess Margaret Hospital. As a coach and mentor, Adrian has provided leadership in the business world and the charitable world, bringing success to both with his signature brand of long-term, visionary planning.

The Family CEO – Created for families, driven to succeed!

Adrian Leon brings a panoply of experience to the wealth management process. His extensive skills and expertise include:

► Project management
► Portfolio analysis
► Risk assessment and management
► Entrepreneurial skills and spirit
► Finely honed, exemplary and professional leadership ability
► Asset allocation
► Credit management
► Strategic business planning
► Forward thinking nature
► Organizational expertise

Put Adrian’s extensive professional expertise to work for your family today. He is a trusted professional focused exclusively on you and your family – helping you succeed financially, for generations to come!

The Family CEO – creating financial success today and for generations to come!