Buying and selling a business: ‘Earnouts are the new reality’ But there are many ways for an earnout to go sideways, hurting both the buyer and the seller of a business April 2, 2024 Wealth
Viewpoint’s Keith McLean: investing during stubborn inflation The executive vice-president at Calgary-based Viewpoint Investment Partners on how the firm is responding to 1970s-like conditions March 12, 2024 Wealth
Tasso Lagios of Richter family office: two decades’ experience Lagios brings his tax and mediation expertise to the Montreal-based firm working with private-business families February 20, 2024 Fundamentals
Three overlooked hurdles for family offices in 2024 Family office and portfolio experts project problems and offer advice, given the expected environment for this year January 30, 2024 Fundamentals
Jan. 1 tax change may see business owners rethinking succession ‘If, as an owner, now I have the ability to shelter $10 million in capital gains from tax, of course I'm looking at this’ December 28, 2023 Family Business
Giving money as a gift? Here are the who, how and tax considerations There are many things to consider when giving a financial gift, including the emotions that can go along with it December 15, 2023 Life & Family
Grayhawk’s co-CEO Peter Mann: wealth, investing and family challenges The co-CEO of the Calgary-headquartered multi-family office: ‘A family of extreme wealth has so many underlying complexities that are not monetary’ December 5, 2023 Fundamentals
Seven dos and don’ts in M&A deals Up to 90 per cent of acquisitions can fail. Experts offer tips for increasing the likelihood of successful mergers and acquisitions November 30, 2023 Wealth
How first job after studies shaped career of AIMA Canada’s head Toronto-based Claire Van Wyk-Allan of the Alternative Investment Management Association, offers insights on alts November 28, 2023 Wealth
Three key factors to impact family offices in the next decade Industry experts reflect on major challenges and opportunities that are most likely to bring change to family wealth management firms October 24, 2023 Fundamentals
![Keith McLean, executive vice-president at Viewpoint Investment Partners: “Following the old adage that history does not repeat itself, but it often rhymes, these similarities [to the 1970s] are important to consider as they pre-dated a challenging period of inflation that did not end until the mid-1980s.”](https://smartcdn.gprod.postmedia.digital/canadianfamilyoffices/wp-content/uploads/2024/03/Keith-McLean-Viewpoint.jpg?quality=90&strip=all&w=232&sig=h9cMa7blJZ-OLQfBjxSMGg)
