Author

Dene Moore, Canadian Family Offices

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Nitty-gritty of succession: Holding a mirror to families, looking for leaders

By sussing out members’ strengths, advisors discover who can bring the family together and who can run things

Developing and putting emotional intelligence to work with clients is where the advisory field is headed

These multi-generation organizations thrive because they honor their roots, learn to adapt and live purposefully

Steve Legler helps contentious business families see themselves in a fresh light

Raised with feet firmly on the ground, Danielle Saputo today is a legacy coach, family advisor

Financial psychologist Moira Somers on stressors, unspoken ‘wisdom’ and how to talk about money

Parents can set them up for success by building leadership skills and a sense of responsibility early in life

Hard-working business owners face challenges in finding work-life balance

Headline-generating donations in the U.S. have inspired wealthy Canadians to consider their own legacies