Home - Canadian Family Offices

Outlook 2025: Why KingSett Capital’s shock announcement hasn’t derailed optimism for commercial real estate

photo of engineers inspecting commercial building under construction

Social media is a growing security risk. Here’s how to play it safer

Why Canada is a land of real estate opportunity

Member Content by Institutional Mortgage Capital (IMC)

‘Keep talking with people and be patient’: Head of CAASA on deal-making

CAASA co-founder James Burron: “In a sophisticated area like alt investment, you have to keep talking with people and be patient. ... It’s not necessarily a 15-minute sale. It could take two years.”

Photos of Cindy David, Rhonda Rudick and Kathy Bright

Equalizing heirs in the will is a delicate dance for business families

Ensuring harmony among next generations often requires prepayment of taxes, specialty insurance, proper valuation of assets

12 hours ago
Estate Planning

Illustration of a businessman confronted by a mountain of paperwork.

Increase in unsolicited investment pitches a challenge for family office CIOs

Family offices historically invest by referral, but that’s changing as the number of pitches expands, writes Dan Riverso

2 days ago
Wealth

Can cryptocurrency change skeptics’ minds in 2025?

New investment products, new tokens, new regulations and an incoming crypto-friendly administration in the U.S. may turn the tide

4 days ago
Wealth

Canadian Family Offices and Healthing.ca to host expert panel on success and mental health

Join us on Jan. 17 for a conversation about wellness, wealth, success and stigma

4 days ago
Life & Family

What you need to know about setting up a single-family office (SFO)

In-house versus outsourcing? Thane Stenner weighs in.

5 days ago
Member Content

Member Content by Stenner Wealth Partners+

$130m in equity financing from Sixth Street gives tech co-founder Derek Ball an edge

Canadian entrepreneur started e-commerce firm atVenu after falling in love with the concert scene at a young age

6 days ago
Wealth

Lights, camera, legacy: Storytellers document family history, tales of resilience, business success

Two new Canadian companies help families share their essence and lived experiences with the next generation

6 days ago
Life & Family

Picture of Elke Rubach family office financial advisor

Duty of care: Why I talk to clients about loneliness

Elke Rubach on guiding clients through good times and bad, but especially when emotional distress might impair decision-making

January 6, 2025
Commentary

Photos of Wendy Sage-Hayward, Ambreen Bhaloo and Chris Reichert

Levelling the playing field for heirs to the family business, whether they work there or not

What’s fair? What’s equal? How family members can best share not only in the wealth but the opportunity and responsibility that come with it

January 3, 2025
Family Business

What if alternatives aren’t so alternative?

Exploring the nuances of private market investments

January 2, 2025
Commentary, Wealth

Picture of a person looking at the Northern Lights.

A half-dozen successful Canadians and their prized bucket lists

Travel is a biggie when money is no object, with good health, giving back and thrilling experiences also in the offing

December 31, 2024
Life & Family

Members

View All

We offer high-quality, income producing, commercial mortgage portfolios for institutional, family offices and high net worth investors.

One of Canada’s top private mental health treatment facilities specializing in addiction, anxiety, depression, trauma and OCD, delivered with discretion and confidentiality.

At PwC Canada, our purpose is to build trust in society and solve important problems.

PearTree Canada was founded over 15 years ago to assist philanthropic high net worth individuals to give more, doing it efficiently, elegantly and strategically.

Specialized solutions that are right for you. Independent, focused investment strategies for Canadian investors.

Canso believes that fundamental analysis and security selection adds value compared to a more passive approach.

Providing our clients with the strongest investment strategies possible.

Stenner Wealth Partners+ is a Multi-Family Office/OCIO team serving Canadian and US investors/households and Family offices/Foundations with generally a minimum of 10M+ in investable assets or 25M+ net worth. Net worths of clients range between $25M To $2.5B+.

Stories continue below

Fundamentals

Presented by PBY Capital

Photos of third-party service providers to family offices

The most popular articles of 2024 on Canadian Family Offices (Part 2)

From rewarding investments to enduring philanthropy to family office CEOs, here are a few of our most-read themes for 2024

December 30, 2024
Fundamentals

Claudine Blondin Bronfman and Stephen Bronfman (grandson of Samuel Bronfman, of Seagram’s fame) created the Claudine and Stephen Bronfman Family Foundation, which supports a variety of local, national and international programs with an emphasis on creating and innovating.

The most popular articles of 2024 on Canadian Family Offices (Part 1)

From rewarding investments to enduring philanthropy to family office CEOs, here are a few of our most-read themes for 2024

December 27, 2024
Fundamentals

Pictures of eight books about wealthy families, advising and family offices.

Ten great reads for family-office advisors

New and classic books recommended by and for FO professionals—some light, some not-so-light

December 20, 2024
Fundamentals

Photos of Richard Leon, Tim Cestnick and Patrick O'Connor.

Outlook 2025: For family offices, ‘there’s no question that challenges lie ahead’

Taxation and politics head the list of concerns, but there’s good news, too, executives say

December 13, 2024
Fundamentals, Outlook 2025

Illustration of woman looking at sunrise

A year-end(ish) update from Canadian Family Offices

An advance look at our plans for 2025 and beyond

December 5, 2024
Fundamentals

Wealth

Presented by PBY Capital

Cancer survivor Patrick Keeley brings holistic health to forefront at Seven Hills

Diagnosis forced him to confront an often-ignored truth in the financial industry: Wealth means little without health

December 18, 2024
Wealth

Photos of Claire Van Wyk-Allan, Robert Janson, Greg Nott and Yan Li.

Outlook 2025: Execs are ‘rosy on the world of alts’ despite a mixed year

Real estate, private equity, infrastructure and private debt are expected to outperform public markets in 2025

December 17, 2024
Outlook 2025, Wealth

Photo of a dollar sign being squeezed by belt that says TAX

Outlook 2025: Imminent tax changes add a fresh layer of complexity for Canadian enterprises

It’s time to reduce risk in preparation for next year’s developments, writes Dino Infanti of KPMG

December 12, 2024
Outlook 2025, Wealth

Citi’s Nancy Bertrand on year-end optimism: ‘We are overweight equities’

Head of Citi Private Bank in Canada talks about advising first-gen immigrants and her affinity for their work ethic

December 10, 2024
Wealth

Illustration of executive looking at stormy sea

Outlook 2025: Investing strategies to navigate a volatile new year

From taxes and deregulation to Trump tariffs and the spectre of inflation, 2025 could present a delicate dance between opportunity and risk for family offices

December 9, 2024
Outlook 2025, Wealth

Commentary

Presented by PBY Capital

Terminator? Not yet. But AI presents a real and present danger to family office security today

Text, audio and video deepfakes are getting more sophisticated, more common—and harder to detect, writes Mike Krygier in the first of a series of articles for Canadian Family Offices

December 16, 2024
Commentary

Women make great strides, but the path to the boss’s chair still needs finessing

‘I have seen too many businesses go south’ if they don’t do the right thing, writes advisor Gerald Pulvermacher

December 2, 2024
Commentary

As climate risk mounts, maybe it’s time for snowbirds to find a new roost

Florida’s devastating hurricane season might spur vacation homeowners to look farther afield. The question is where

November 8, 2024
Commentary

The stacks from the Valero Benicia Refinery are seen as a pedestrian walks in a nearby neighborhood, Wednesday, July 12, 2017, in Benicia, Calif

Why carbon could be the trade of our time

Regulated carbon markets have proven to be a liquid and investable asset class, providing the potential for inflation protection and low correlation to other assets

November 5, 2024
Commentary

More gift planners needed as wealthy donors multiply and replace small givers

Gifts can reduce tax owed, but the best advisors also boost charitable impact and help reframe purpose of wealth, writes James Dunne

October 29, 2024
Commentary

Family Business

Presented by PBY Capital

Photo of Peter Jaskiewicz and Patricia Saputo

With grant from Patricia Saputo, new chair at U. of Ottawa to prioritize research of family enterprises

$5 million gift enables appointment of FELI’s Peter Jaskiewicz to the position

December 5, 2024
Family Business

What it took to take over Purdys Chocolatier

Karen Flavelle wanted to work at the family business, but first she had to convince her father

September 25, 2024
Family Business

Francesco Lombardo wealth advisor family business

Francesco Lombardo on family dynamics, wealth and ’emotional governance’

Advisor helps business families stay together and thrive by tackling destructive feelings that tend to be magnified by wealth

September 9, 2024
Family Business

Executive coach Purdeep Sangha chips away at Canadian reluctance to seek advice

Advisor uses performance psychology to help high-performing entrepreneurs and business owners succeed

August 21, 2024
Family Business

Shaun Hauser, co-founder and CEO of Wellington-Altus Financial Inc. in Winnipeg: “The companies that will capitalize the best are the ones that invest back into their business to give advisors the tools they need to take care of clients’ complex situations as they accumulate more wealth. That is how we believe companies will be successful.”Shaun Hauser, co-founder and CEO of Wellington-Altus Financial Inc. in Winnipeg: “The companies that will capitalize the best are the ones that invest back into their business to give advisors the tools they need to take care of clients’ complex situations as they accumulate more wealth. That is how we believe companies will be successful.”

Co-founder of Wellington-Altus on building $30 billion firm

Winnipeg’s Shaun Hauser on ‘secret sauce’ to success, which wealth advisories will be successful in Canada and what wealthy clients are looking for

July 24, 2024
Family Business

Philanthropy

Presented by PBY Capital

From boarding house to benefactor: Don Taylor and the commitment to community

A hardscrabble childhood made him determined to succeed—and to honour his promise to help others

December 11, 2024
Philanthropy

Illustration showing a map of canada with hearts on it

Outlook 2025: Four experts see a bumpy year ahead in philanthropic giving

As the number of Canadian donors shrinks, a look at the issues and how they could be solved

December 4, 2024
Outlook 2025, Philanthropy

Photo of celebration for Slaight Disability Initiative

The Slaight Family Foundation pledges the largest-ever gift to support Canadians with disabilities

The multi-organization support ‘creates new partnerships and helps find collaborative solutions,’ says Gary Slaight

December 3, 2024
Philanthropy

Debra Doucette: ‘It really does take a village to build a life’

How the executive chair of Odlum Brown rose to the top of her field—and gave back along the way

November 29, 2024
Philanthropy

Illustration of nine hands converging around a green plant

How nine Canadian families and foundations came together to commit $405 million to fight climate change

Climate Champions is an unprecedented philanthropy collaboration—one that took 18 months and meetings with dozens of foundations and families

November 21, 2024
Philanthropy

Estate Planning

Presented by PBY Capital

Photos of Cindy David and Andrew Jeffery

Writing a will with strings attached? Estate planners want a word

Relying on your will to force changes in behaviour after you’re gone is likely to strain family relationships

November 4, 2024
Estate Planning

Wealthy families watch U.S. elections with ‘death tax’ in mind

Depending on which party wins, those with U.S. tax exposure should consider doing some complex estate planning

October 15, 2024
Estate Planning

Photo of News Corp. Building in New York City

The Murdoch family legal battle highlights a harsh reality: no trust is airtight

Disputes over trusts are all too common, even in Canada. Here are some ways to minimize the risk

September 23, 2024
Estate Planning

A photo collage - From left: Barbara Kimmitt, partner at Bennett Jones; Christopher Alexander, president of RE/MAX Canada; Christine Van Cauwenberghe, IG Wealth Management’s head of financial planning.

New capital gains rules and cottage estate planning

Don’t sell the property to your child for $1, is one piece of advice from experts who also discuss tax planning and effects of recent rule changes on luxury vacation property market

August 20, 2024
Estate Planning

Wisdom on wills: smart estate-planning for wealthy families

Wills can be like unexploded ordnance. Here’s how to avoid wreaking havoc on the family and business

July 26, 2024
Estate Planning

Life & Family

Presented by PBY Capital

Photos of Raymond Vankrimpen, Anwar Visram and Michael Louie

Wealthy family’s weak point: an unwary senior with signing authority

Criminals are weaponizing social media and AI to defraud family members coping with the transition to digital world

November 6, 2024
Life & Family

Why you need to talk to the kids about wealth—and four good ways to do it

When it comes to money and children, don’t-ask-don’t-tell is rarely an advisable policy

October 1, 2024
Life & Family

David Lesperance citizenship wealth family office

Changing citizenship: Who’s making inquiries now to ensure ‘future mobility’

Some Canadian families see trouble on the horizon and want to have options, says advisor David Lesperance

September 12, 2024
Life & Family

Cost to insure vacation homes spikes in popular areas of N. America

Insurance brokers raise alarms as catastrophic events leave property owners struggling to find coverage in North American hot spots

July 15, 2024
Life & Family

Sustainable travel: Squeezing the carbon out of a luxury trip

Travel transparency is becoming a priority for wealthy globetrotters, but it need not mean sacrificing luxury

June 14, 2024
Life & Family

More Life & Family Stories

Stories continue below

Member Content

Presented by PBY Capital

Cultivating a culture of giving amid the $1 trillion wealth transfer

How high-net-worth families can help guide younger generations in philanthropy

December 20, 2024
Member Content

Member Content by PearTree Canada

Highlights from the most recent Canso Corporate Bond Newsletter

As monetary policy eases and optimism rules, are bonds being priced for perfection?

November 12, 2024
Member Content

Member Content by Canso Investment Counsel Ltd.

Crazy days: highlights from the latest Canso Market Observer

Global conflicts rage unabated. Donald Trump was elected the 45th President of the United States—during his campaign he promised to spend lavishly and would likely run up national…

November 6, 2024
Member Content

Member Content by Canso Investment Counsel Ltd.

When not if: Ransomware attacks are becoming a reality for family offices. Here’s how to prepare

As threats grow, family offices must look beyond prevention and focus on preparation and response

October 31, 2024
Member Content

Member Content by PwC Canada

Older adults find tranquility and personalized treatments for age-related mental health conditions

Retirement can be a difficult transition emotionally and psychologically, but The Residence at Homewood is here to help

October 30, 2024
Member Content

Member Content by The Residence at Homewood

Members

Fundamentals

Canadian Family Offices Newsletter

Wealth

Commentary

Family Business

Philanthropy

Estate Planning

Life & Family

Member Content