Toronto's Flatiron Building, near Mansha's office.

A Private Institution for Business Families

Multi-Family Office and Advisory.

Mansha Plan is independent and family-owned. We provide select families with the infrastructure, advice, and resources to support their intimate generational wealth goals.

Who we work for

Business Families

A business family thrives on stewardship, prioritizing legacy and long-term impact for future generations. Balancing business complexities with family dynamics is no small feat. Mansha Plan stands as a trusted advisor, bridging generations and ensuring continuity of family enterprises.

Illustration of how business and family intersect.
Colborne Street in Toronto, where Mansha's office is located.

Multi-Family Office

Our Bespoke Family Office Services
Tax and Estate Planning
Asset Management
Retirement Planning
Succession Planning
Estate Freezes
Wills and trusts

Business Advisory

Our Bespoke Business Services
Corporate Insurance
Group Health Benefits Plans
Group RRSP Plans
Corporate Investment Planning
Commercial Lending
Commercial Insurance

Our Clients

Multi-Family Office

Business 
Owners
Executives
Athletes & Entertainers
Doctors and Physicians

Business Advisory

Small to Large Private Businesses
Tax Advisory Firms
Enterprise
Industry Associations

Multi-Family Office

Our Bespoke Family Office Services
Tax and Estate Planning
Asset Management
Retirement Planning
Succession Planning
Estate Freezes
Wills and trusts

Business Advisory

Our Bespoke Business Advisory Services
Corporate Insurance
Group Health Benefits Plans
Group RRSP Plans
Corporate Investment Planning
Commercial 
Lending
Commercial insurance

Our Clients

Multi-Family Office

Business Owners
Executives
Athletes and Entertainers
Doctors and Physicians

Business Advisory

Small to Large Private Businesses
Tax Advisory Firms
Enterprise
Industry Associations

Community Impact

Empowering forward is a core value at Mansha Plan. We believe in making a positive impact not only for our clients but also within the communities we serve.

Philanthropic Planning

At Mansha Plan, we help families leave a meaningful legacy, aligning generosity with long-term financial stability and purpose.

Empowering 
Forward

We offer guidance to our clients' successors as well as to youth in the community, and help prepare them for what's next. Financial Literacy is at the heart of our guidance.

Supporting Local

Our partnerships with local organizations support initiatives that matter to the community, from financial literacy programs to sports and life skills development.

Berczy Park, near Colborne Street where Mansha Plan is located.

Advising Business Families Since 1982.

For three generations, Mansha Plan has stood beside families, guiding them with care and diligence. Through changing times and generations, we’ve helped families grow, preserve, and safeguard generational wealth.
Click to read more about us.