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
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