Want to work at a family office? What you should know Family offices can offer outside-the-norm experiences, but be prepared for dash of unpredictability April 10, 2024 Fundamentals
Ten Canadian billionaires, and how they made their fortunes Cryptocurrency mogul joins those who found success in natural resources, retail and technology March 27, 2024 Wealth
Prized ‘quarterback’ role tough to fill at wealth advisory firms There are only about 50 skilled ‘personal CFOs’ in family offices and other UNHW spaces in Canada, one expert estimates January 9, 2024 Fundamentals
Canadian celebrities and athletes lend star power to charities Ryan Reynolds alone has raised $2.2 million through holiday sweater campaign for SickKids Foundation December 11, 2023 Philanthropy
Who’s who: Big-ticket donations from Canada’s wealthiest people More next-generation family members, women and new Canadians are making mark on large-scale philanthropy November 14, 2023 Philanthropy
Family offices are fat targets, but scams likely stay under the radar Financial fraudsters tend to start small, testing the waters, then go for big payoffs later October 31, 2023 Fundamentals
Tiniest errors in your will can result in big costs and delays later Settling an estate can take years and drain cash if terms are not specific or executors need to account for errors August 30, 2023 Estate Planning
Should you minimize tax by selling your real estate before you die? Today’s sky-high property prices have created estate-planning challenges for HNW families, their advisors July 26, 2023 Estate Planning
Estate-plan pitfalls for the 1 million Americans living in Canada Tax and estate laws in the two countries don’t jibe well, and cross-border ownership of real estate complicates things April 3, 2023 Estate Planning
Being a good leader is whole ‘nother ballgame in family business How do you inspire trust in a climate where knowledge and experience might be outweighed by birthright? March 22, 2023 Family Business
