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We help business owners and professionals find
clarity in their personal and professional affairs
can help you.
With Inner Orbis, we provide you with all the benefits of a ‘family office’, without the high-cost commitment. For individuals with a net worth of $1M-$20M, you likely still require the same level of comprehensive and integrated focus to properly manage your affairs. But instead, many individuals are left to procure a patchwork of accounting, tax, legal and estate planning services from service providers who rarely meet face to face. This creates silos. Crucial details are missed.
Inner Orbis is your central facilitator who removes these silos.
Pain Points we solve
Our clients, perhaps like yourself, are usually very successful business people who may find themselves in the following circumstance:
- Exposure to over-taxation.
- Un-optimized insurance policies.
- Neglect of critical but possibly divisive family dynamics.
We are a company with over 36 years of experience. A company that is dedicated, that takes every opportunity to get to know its clients on a personal level, develops long-lasting relationships in order to deliver professional advice and service. Our team is specialized in tailoring services to meet your needs by researching and keeping up to date on legislation and current market trends
In the initial interview, we get to know each other and determine if a fit exists. Once we identify a fit, we will create a game plan for you.
We begin the process by gathering the information about the business structure, the business will, personal will, shareholder agreements, power of attorney, existing insurance contracts, financing opportunities and planning exit strategies if desired.
After the information is thoroughly analyzed and your objectives are understood, we bring your existing professionals into joint meetings. When additional skill sets are required, we source specialists from our extensive network to add value in the planning process.
The next step is the implementation phase of our detailed plan. We meet with you on an annual basis, at minimum, to ensure any changes in your situation are accounted for and no critical details are missed.
At the beginning of the insurance audit process, Inner Orbis gains a clear understanding of your business objectives and your needs based on your existing plan or lack thereof.
We secure all your contracts, carefully examine all the provisions of your insurance coverages and develop strategic recommendations to ensure you’re gaining maximum advantage and savings from your existing plan.
We then work with your team of advisors to implement the recommendations. As needed, we draw on our network to select qualified professionals to add value to the implementation process.
The goal of our family office services is to work with expert advisors to implement your custom-tailored strategic plan to help you achieve your objectives whether it be to implement governance, execute a merger or acquisition, prepare for an exit strategy, facilitate financing growth or coaching.
Inner Orbis works closely with your existing team of advisors and sources qualified professionals from our extensive network with niche expertise to drive the planning process forward to reach your stated objectives.
Milan Topolovec has been featured in
Greely Sand and Gravel
After performing an Insurance Audit for Brent, and building a more personal relationship, through Inner Orbis, Milan was able to provide aid on several strategic value points.
The result of the insurance audit was able to both provide Brent both with added protection, as well as $100,000 in annual premium savings.
In addition, Milan was able to bring specialized partners to the table to who helped Brent with tax planning, accounting, and investment advising.
Barrington Wealth Partner
and TK Financial
Through his insurance company, Milan is a part of one of the largest independently operation MGA groups in Canada.
This has given Milan access to a wealth of knowledge and insight from some of the most forward-thinking and respected minds in the financial industry in Canada.
Additionally, it provides Milan and Inner Orbis with more flexibility in servicing his client’s specific needs.
Promo Media Inc.
After providing Dan with the TK Insurance Audit, Dan and his business partner Martin inquired about Estate Planning.
Through Inner Orbis, Milan was able to build a multidisciplinary team to specialize in various aspect of their business and personal estates.
Of one of the notable and consequently profitable outcomes of the process were the critical changes made to both their US based franchises and Canadian based franchises.
Milan is a published
In the early years of Milan’s career and throughout the development of his first business venture, Milan didn’t have a strong network of people he could rely on as he does now. Milan built his network from the ground up and learned the skills necessary to build a solid network of people he could trust.
This book takes you Beyond The Tipping Point, by not only showing you how to build relationships, but how you can make them work to the mutual benefit of all stakeholders – including yourself.
Let’s explore your needs
Suite 402-1900 City Park Drive,
Ottawa, Ontario K1J 1G7