What to look for when investing in private equity A majority of UHNW investors and family offices hold private investments, and advisors offer tips on key due diligence practices February 6, 2024 Wealth
Outlook for Canadian economy in 2024 Where are interest rates headed? Will inflation be tamed? What are key risks? Economists’ take on where the we are headed January 10, 2024 Wealth
‘Clock is ticking’ for Jan. 1 tax changes for private companies Owners of family businesses and private companies in Canada have only a few days to make some key decisions December 20, 2023 Wealth
A niche investment sector that is growing Infrastructure investments also face certain unique risks, and experts offer tips on how to mitigate these November 23, 2023 Wealth
The risks of tying up wealth in one area Business owners and families may not even realize they are overconcentrated in either their operating firm or in certain assets or even liabilities November 1, 2023 Wealth
A residential real-estate play for patient capital Investors in Toronto-based Ourboro’s model participate in the eventual appreciation, or loss, when the property is sold September 29, 2023 Wealth
‘Athletes are different than other wealthy people’ Long-term financial planning can be hard for young athletes like Connor McDavid suddenly handed a seven-figure cheque May 2, 2023 Wealth
Family businesses risk future without ESG emphasis: report Focus on environmental, social and governance principles key to private business resilience in disrupted times, says new PwC Canada survey April 25, 2023 Family Business
Federal budget measures and their estimated impacts on HNW taxpayers Changes include the income cut-off, alternative tax strategy, certain tax breaks and deductions, and rules on transferring a business to relatives April 6, 2023 Wealth
A piece of a private jet: the fractional ownership model Private aviation is growing, and there are options other than outright owning a plane. There is a ‘sweet spot' for choosing fractional ownership January 31, 2023 Wealth