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Mary Teresa Bitti, Canadian Family Offices

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A father and his daughter review their finances

How technology can help all generations in a single-family office engage, educate and unify

Research shows only 12 per cent of family businesses make it to the third generation—a number that drops to three per cent in the fourth generation. Among the…

June 6, 2025
Member Content

Member Content by PBY Capital

Why alternatives can be an answer to market volatility

Uncertainty and wild market swings are the new normal thanks to President Donald Trump’s global trade war. Philip Marion, Managing Director and Portfolio Manager at Foster & Associates, makes the case for alternatives as a way to de-risk and future-proof a portfolio.

May 13, 2025
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Member Content by Foster Family Office

Illustration of man and woman in front of smokestack

Climate Champions: Families team up to ignite philanthropic passion

Two-thirds of Canadians call climate a major crisis, yet it draws only 1% of total charitable giving. Some donors want to change that

May 7, 2025
Philanthropy

A child holding a cutout family in their hands.

What is a family office?

With a wave of new entrants to the industry all the time, what does ‘family office’ really mean? For Christopher Foster, CEO of Foster & Associates, the answer is simple: helping Canadian families lead their best lives.

April 28, 2025
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Member Content by Foster Family Office

Tax seasons April someone filing taxes on their computer

The importance of ‘tax alpha™’ for family offices/wealthy investors

Taxes tend to be the single-family office’s largest annual cost, according to top wealth expert Thane Stenner, CIM®, FCSI®. Here are strategies for minimizing them.

April 1, 2025
Member Content

Member Content by Stenner Wealth Partners+

The American flag and stock market charts in the background, double exposure photography, abstract expressionism Generative AI, Thane Stenner explains why now may be a good time to rebalance portfolios

Is your family office’s current asset mix too exposed to U.S. markets?

Fact: Strategic asset allocation drives between 85 and 92 per cent of mid- to longer-term investment performance, according to top wealth expert Thane Stenner, CIM®, FCSI®.

February 27, 2025
Member Content

Member Content by Stenner Wealth Partners+

Are you ‘truly’ in sync with your in-house and external professional SFO advisors?

How Stenner Wealth Partners+ uses the world-leading Financial DNA Personality Survey tool to match advisors to clients, with the purpose of delivering an exceptional customer experience and driving performance, according to top wealth expert Thane Stenner, CIM®, FCSI®.

February 4, 2025
Member Content

Member Content by Stenner Wealth Partners+

What you need to know about setting up a single-family office (SFO)

In-house versus outsourcing? Top wealth expert, Thane Stenner, CIM®, FCSI®, weighs in.

January 10, 2025
Member Content

Member Content by Stenner Wealth Partners+

Photo of celebration for Slaight Disability Initiative

The Slaight Family Foundation pledges the largest-ever gift to support Canadians with disabilities

The multi-organization support ‘creates new partnerships and helps find collaborative solutions,’ says Gary Slaight

December 3, 2024
Philanthropy

Illustration of nine hands converging around a green plant

How nine Canadian families and foundations came together to commit $405 million to fight climate change

Climate Champions is an unprecedented philanthropy collaboration—one that took 18 months and meetings with dozens of foundations and families

November 21, 2024
Philanthropy

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