When a family office makes sense to manage wealth The Mellons and Rockefellers were among the first to establish family offices to manage their vast personal fortunes May 14, 2018 Fundamentals
Arthur Salzer’s secret sauce: Private investment from the start Founder of Northland Wealth on his inquisitive, analyst-style approach, his firm’s early jump into Bitcoin and what clients want today January 17, 2024 Fundamentals
How to choose the best outsourced CIO for your family office or foundation OCIOs are gaining ground in Canada, but families seeking one need to do their homework and ask the right questions November 25, 2024 Wealth
When to tell the kids you’re ‘comfortable’ (though they likely already know) The key is to avoid saying too much, too soon, or keeping your children in the dark for too long July 12, 2021 Life & Family
After a ‘lost decade,’ hedge funds again find favour with family offices in Canada But high-dollar hurdles and the need for dedicated due diligence are holding some family offices back March 3, 2026 Wealth
U.S. political pressures drive family offices to look elsewhere for real estate opportunities Investors are attracted to data centres, manufacturing and underserved housing markets in Europe January 29, 2026 Wealth
The U.S. dollar is down, but far from out—yet The bears have been sniffing around, but the greenback remains the world’s preferred reserve currency despite its recent decline. What’s the outlook for the U.S. dollar now? July 29, 2025 Wealth
Pandemic drives home need for picking next boss of the family business It’s crucial that the next generation is ready, willing and able to step into a leadership role and take over June 14, 2021 Family Business
Three family office executives on how they are handling cash Challenge for investors: higher interest rates bode well for holding cash, but make for a high hurdle to allocate to other asset classes April 23, 2024 Wealth
As fear of downturn looms, a look at playbooks of high-net-worth investors Investors in real estate and other private assets could be in for a rougher ride, and others are holding cash July 12, 2023 Wealth
