Let’s talk about what really matters
At Afshar & Machaalani Group Private Wealth Management, we take a family office-style approach to planning—integrated, personal, and built to last across generations. Whether you’re preparing to sell a business, planning for retirement, or looking ahead to a tax-efficient wealth transfer, everything starts with a conversation.
What sets us apart as wealth advisors?
- Tax strategy drives everything we do: We don’t treat tax as a year-end task. It’s embedded in every decision.
- Wealth preservation is the goal: Whether we’re managing risk, planning business succession, or designing your estate strategy, our job is to protect what you’ve built.
- Every plan is proactive and personalized: We anticipate issues before they arise—and adjust in real time as your life evolves.
We help high-net-worth families, professionals, and business owners across Edmonton and surrounding areas who want the confidence that comes with clarity, structure, and long-term strategy.
If you’re looking for a team that delivers the focus of a family office and the foresight of seasoned advisors, book a meeting with Afshar & Machaalani Group today. Let’s build a plan that works as hard as you have.