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 December 2, 2022 Fundamentals
What’s your ‘EQ’? Soft skill can put you in big leagues as an advisor Developing and putting emotional intelligence to work with clients is where the advisory field is headed August 24, 2022 Fundamentals
European dynasties provide a lasting example to Canadian enterprising families These multi-generation organizations thrive because they honor their roots, learn to adapt and live purposefully January 20, 2022 Family Business
The give and take of family coaching, from someone who’s been there Steve Legler helps contentious business families see themselves in a fresh light November 15, 2021 Family Business
Growing up Saputo, and now sharing wisdom with other families Raised with feet firmly on the ground, Danielle Saputo today is a legacy coach, family advisor October 26, 2021 Family Business
How does money mess us up? Lessons ‘caught rather than taught' Financial psychologist Moira Somers on stressors, unspoken ‘wisdom’ and how to talk about money September 17, 2021 Commentary
How to make ill-prepared heirs into leaders (or at least not slackers) Parents can set them up for success by building leadership skills and a sense of responsibility early in life August 27, 2021 Life & Family
Running a family business? Healthy balance can be hard to find Hard-working business owners face challenges in finding work-life balance August 23, 2021 Life & Family
Biggest Canadian philanthropists ‘give in a more quiet way’ Headline-generating donations in the U.S. have inspired wealthy Canadians to consider their own legacies August 5, 2021 Philanthropy
