Author

Adam Bisby

Canadian Family Offices

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Seven ways to avoid turbulence in aircraft ownership

Ottawa’s luxury tax and increasing scrutiny from the CRA led to big business for aviation law expert Steven Sitcoff

Experience with ‘a 50-cousin partnership’ led to teaching at UBC and roles at Family Enterprise Canada and FEA program

With its CFO approach, his firm Algar Virtue applies business discipline to personal wealth. ‘We openly declare ourselves fiduciaries’

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

Second-gen leader at Kerr Financial credits her founder father for instilling the idea of finding families’ true purpose

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

Author’s third book continues to challenge accepted financial wisdom and smooth the transition of wealth to next generation

He talks about coaching younger clients, building resilient portfolios and making succession plans really work at Samara in Montreal

KPMG advisor on his star clients, their cross-border issues and why he’s ‘kind of picky’ about whom he takes on

Partner at Fruitman Kates on the benefits of an accounting background in serving his UHNW clients who have $100 million-plus