Build Your Dream
Stronger Together
At PHD, every person is an owner of the business. Our Shared Ownership model drives service excellence, deep expertise, and long-term partnerships across funds, corporate services, and private clients.
Our Core Services
25 Years Of Undefeated Success
PHD delivers expert fund, corporate, and private client solutions, built on a culture of ownership, accountability and excellence. We help businesses, investors and individuals to succeed with confidence.
Banking & Treasury
Corporate cash management, treasury, and foreign exchange solutions tailored for global businesses.
Strategic Transformation
Guiding businesses through significant changes.
Sustainability & Impact
Practical ESG, sustainability, and impact solutions to support compliance and responsible business growth.
EB-5 Services
Comprehensive EB-5 fund administration, escrow, and compliance services for Regional Centers and issuers.
Quality Services
AML, Compliance Officer & MLRO Services
Regulatory compliance, risk management and financial crime prevention across key jurisdictions
Operational Due Diligence (perfORM)
In-depth operational reviews to mitigate risks and enhance investment decision-making.
1031 Expertise
Secure, technology-driven 1031 exchange solutions with industry-leading expertise as a Qualified Intermediary.
Sustainability
Let’s Be Stronger Together
Contact your PHD experts to explore how we can help you grow and navigate the future with confidence.
Award Winning Excellence
Sustainability
Transform Communities Across the Globe
PHD is a business owned by its people. This creates a culture of care, accountability and entrepreneurial thinking. With an average client relationship of 14+ years, we are a trusted long-term partner, delivering expertise with a truly personal approach.
Canada
4446 Noble Rd, Cortes Island
United States
2367 Speers Road, Brampton
Australia
3851 49th Avenue, Kugluktuk
About Founders
PHD Shared Ownership
Steven Marks
CEO
Lara Smith
CTO
John Doe
COO
Whar Our Clients Say
Testimonials
Managing Director, Ardent Capital
Benita Wellington
"Working with PHD is unlike any other experience we've had in the industry. The sense of ownership each team member has is evident in the attention to detail, accountability, and long-term thinking they bring to every interaction. It’s not just service — it’s partnership."
Head of Operations, Larkspur Ventures
Nathan Marshall
"PHD’s Shared Ownership model translates directly into results. Their team is proactive, deeply knowledgeable, and genuinely invested in our success. It's clear they don’t just work at PHD — they own their role in helping clients thrive."
Founder, Horizon Family Office
Ema Romero
"The difference with PHD is cultural. When everyone acts like an owner, you get more than service — you get commitment, innovation, and trust. That’s why we rely on them for both our corporate structures and private client needs."
Manager
Ann Smith
"PHD’s team doesn’t just manage tasks — they anticipate needs and build lasting value. Their Shared Ownership model fosters a rare level of care and consistency. We consider them a key strategic ally across all our fund operations."