A family office for everyone.
I have spent 15 years in the investment industry and nearly a decade as a financial advisor and private banker in New York City. In that time, I watched the advice I was expected to provide my clients diverge from that which I offered friends and family. This disconnect spurred me to rethink the status quo.
I founded Toucan Financial on the principle that everyone deserves a family office.
More than an indulgence for the ultra-wealthy, a family office provides independent and expert counsel with an emphasis on integrity and transparency. At Toucan, we believe these principles are essential, regardless of the client’s means.
We offer impartial, holistic advice at a fraction of the cost of traditional providers. Our goal is to become your trusted partner for comprehensive, value-driven financial planning, advice, and investment management.
To learn more, register for a complimentary conversation below.
Ian Rahilly, CFA, CFP®
Founder & CEO, Toucan Financial, Inc.
How can we help you reach your goals?
We donate 2% of our gross proceeds and 2% of our time (approximately 40 hours a year per employee) to financial empowerment 501(c)(3) programs.