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Kelly Willis Green for Canadian Family Offices

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‘Golden visas’ lure more Canadians – and no, they’re not disappearing

One firm sees 440% increase in queries from Canada, with clients saying: ‘I am not sure what the world will look like in 50 years’

May 16, 2024
Life & Family

First instinct after becoming wealthy: Hide it from friends

Jennifer Risher talks about her liquidity event and how sudden wealth affected her friendships and personal stewardship

January 31, 2024
Commentary

The beer-brewing family who lost it all

The Strohs had one of the largest family fortunes in North America, but by Generation 4 they had reached too far and began to run out of gas, says Frances Stroh

August 14, 2023
Commentary

Eight ways advisors can better connect with high-net-worth clients

The behaviours and expectations of wealthy people that prospective advisors need to know about

July 17, 2023
Commentary

When a spouse dies, financial advisors have amazing opportunity to step up

Five things advisors should do when clients experience a deep loss and are feeling vulnerable

April 28, 2023
Commentary

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London a hotspot for expats, but watch those quirky property speed-bumps

Differences in the purchase process can leave Canadians and other foreign home buyers feeling gobsmacked

January 23, 2023
Commentary

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