What We Are, and What We Are Not
Current as at 1 October 2026.
Dunvegan Family Office Services Inc. provides family-office administration, reporting and coordination services. Accounting and tax services are provided under a separate CPA engagement.
Registration and Custody
Dunvegan is not registered under securities legislation as an adviser or a dealer, and does not hold itself out as one. It does not advise on, recommend, select or trade in securities, and it does not take custody of client assets or hold discretionary authority; assets remain with the client’s own custodians, in the client’s name. The firm is compensated by the client through its retainer.
Nothing Here Is Advice
Nothing on this website is an offer to sell or a solicitation to buy any security or investment, or investment, legal, tax or accounting advice. Statements about tax are general propositions of Canadian and US tax administration, current as at the date shown, and are not advice about your situation.
Your Records
Subject to the written terms of your engagement, the records we keep for you during an engagement are yours: the consolidated record, the structure written down as it actually runs, the registers. We keep them in a form your own accountant could pick up without us. When an engagement ends we give you a complete copy, or send one to whoever you authorize, and we do not hold them back over an unpaid invoice. We keep our own copy for as long as our record-keeping policy and the law require.
Reporting
Consolidated position, net-worth and performance reports are internal management reporting, prepared from client and manager source documents. They are not financial statements, they are not prepared in accordance with any financial reporting framework, they are unaudited, and they should not be given to a lender or any other third party as financial statements. Where a figure differs from an advisor’s own report, we work with them to reconcile it and show both, rather than replacing one with the other.
Privacy
The enquiry form asks for your name, your email address and a short message and, if you choose, your phone number and how you heard about us. If you arrived through a link in one of our emails or posts, the form also tells us which one; your browser remembers that only until you close the tab. We use what you send us, and our correspondence with you, to respond to your enquiry, to follow up with you and to keep a record of our contact and our relationship with you, including contact details you give us in your emails. If you become a client, it becomes part of your client file. We do not sell or rent it. We share it only with the service providers described below, so they can do their work for us; with people you ask us to involve, such as your accountant, your lawyer or an advisor who introduced you; or where the law requires or permits. We count visits with Cloudflare Web Analytics, which uses no cookies and does not identify individual visitors: it records which pages are viewed, the site that referred the visit, how quickly pages load, and general browser, device and country information. This site uses no advertising scripts.
Some of this information is handled by service providers we use. Cloudflare hosts this site, so it receives your IP address and technical details about your browser whenever you visit; on the contact page it also runs a check that the sender is a person rather than a script, which starts when the page opens. Resend, an email delivery service, carries your message to us, and our email, including your enquiry and our replies, is kept in Microsoft 365, which we also use for our files and records. Some of these providers process or store information outside Canada, including in the United States, and information held in another country is subject to that country’s laws and may be accessible to its courts and authorities. If you would rather not use the form, write to us directly at contact@dunveganfamilyoffice.com.
If a breach of the safeguards protecting your information, ours or a service provider’s, ever put you at real risk of significant harm, we would tell you as soon as we reasonably could, and we would tell you what we knew then rather than waiting until we knew everything.
We treat what you send us as confidential from the moment it arrives, before anything is signed and whether or not you go on to engage us, and we use it only as this section describes. Once you engage us, the written terms of our engagement set out how we keep your information confidential.
Accessibility
We aim to meet WCAG 2.1 AA. If any part of this site is difficult to use, or you would like information from it in another format, tell us at contact@dunveganfamilyoffice.com and we will work with you to fix the problem or to provide the information in a form that suits you.