Complexity is inevitable. Chaos is optional.
Our ServicesHolistic financial leadership for entrepreneurs, their businesses, and their families.
From Reactive to Strategic
Entrepreneurs have a unique DNA: they are comfortable with risk and adept at solving problems on the fly. There comes a tipping point where unaddressed complexity pulls focus away from growth and enjoying the fruits of their success.
At Charterpoint, we believe you shouldn’t have to choose between your business and your personal life. We provide the structure and strategy required to bridge the gap.
Start a Conversation
Let us connect and understand your situation to see if we can help. Consultations are completely free.
The Missing Inner Spoke
Most entrepreneurs are surrounded by external vendors: lawyers, bankers, and accountants. What is often missing is the Trusted Advisor: the inner spoke that connects these pieces.
We sit on the same side of the table as you. We navigate the world of executives, advisors, and hard choices with you, filling the gaps between your personal goals and business reality.
Three Pillars of Integrated Advisory
We support entrepreneurs through a fully integrated service offering designed to future-proof your wealth and operations.
Family Office Services
Governance for Personal Wealth. We bring clarity to complex estates through net worth reporting, comprehensive financial planning, and facilitating family continuity. We treat your household balance sheet with the same rigor as your business.
Learn MoreBusiness Finance and Accounting
Strategic Leadership for Operating Companies. Beyond standard compliance, we provide high-level FP&A, M&A support, and team advisory. We act as strategic partners to drive operational excellence.
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Future-Proofing Operations. We build integrated software stacks and implement AI strategies to modernize your business. We ensure your technology scales as fast as you do.
Learn MoreExperienced & Trusted
Charterpoint was founded by Dan van Kampen, former Director of Finance and Innovation for the largest Multi-Family Office in Western Canada. After twelve years serving the country’s most complex ultra-high-net-worth clients, Dan founded Charterpoint to bring institutional-grade family office expertise to a broader group: scaling entrepreneurs and enterprising families.
Built by entrepreneurs, for entrepreneurs. We are employee-owned and independent. We understand your journey because we are on it, too. This allows us to maintain the control and flexibility to move at your pace.