'It's certainly not fun': Paperwork a growing burden for family advisory firms Family offices and other wealth advisors face a spider’s web of regulations and compliance obligations October 3, 2022 Fundamentals
U.S. job creators who want to pull up stakes and move to Canada face hurdles Business owners who want ‘out’ of the United States face a maze of differing corporate rules and taxes July 27, 2022 Life & Family
Gerald Pulvermacher puts psychology to work guiding families around globe His boutique firm specializes in business transitions, family offices and improving business performance June 20, 2022 Family Business
Looking to support a good cause? You have an important choice to make Is it better to give away money through a public foundation or a private one? March 17, 2022 Philanthropy
Family businesses might be in better hands with the next generation than we think Survey shows younger family members care more about maintaining family control than elders February 8, 2022 Family Business
Art of the deal-makers: Toronto’s ACG is a catalyst to frenzied M&A scene Family offices and high-net-worth families are playing a bigger role in facilitating mid-market deals November 8, 2021 Family Business
Giving a generous inheritance? Be sure to prep the recipient It’s counterintuitive, but high-net-worth beneficiaries can feel unprepared to handle a rush of wealth October 15, 2021 Estate Planning
Use of flow-through shares for giving can benefit all, but watch the pitfalls Donors get a tax deduction, charities get cash, and exploration firms get investment September 7, 2021 Philanthropy
Moving? Family offices do more than schedule a truck They co-ordinate with experts in real estate, business and even the best schools for the kids September 3, 2021 Life & Family
Ten areas where family offices shine From long-term thinking to considering all of a family’s holdings, family offices offer advantages August 16, 2021 Fundamentals
