Shareholders-in-waiting need to know things, even if they ruffle family feathers Future inheritors are often unprepared for their ultimate responsibilities, so here are five questions to ask now January 20, 2023 Commentary
Family guardians keep wolves at bay – unless they’re already inside the fence The case of Marie, who needed a gatekeeper to protect against the brother she couldn’t say ‘no’ to November 18, 2022 Commentary
Family favouritism: The case for nepotism in business We view it as distasteful, but bringing family members onboard a business is historically advantageous November 22, 2021 Commentary
They thought they were set for life: How a fortune was frittered away It takes courage for advisors to tell affluent clients they’re living beyond their means October 14, 2021 Commentary
Judging kids of wealthy families causes damage that can last a lifetime Passing judgment, subtly or not, shapes children's views of themselves and the world around them August 26, 2021 Commentary
Flush with cash, former business owners stumble out of the gate Newly wealthy entrepreneurs can feel invincible and face pressure to re-create past success. But they are prone to making mistakes July 28, 2021 Commentary
