Author

Renée Sylvestre-Williams, Canadian Family Offices

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What ‘new money’ can learn from ‘old money’

How governance, wealth stewardship and entrepreneurship have helped some of the world’s oldest wealthy families prosper

Two new Canadian companies help families share their essence and lived experiences with the next generation

Encouraging wealthy families to meet and mingle has benefits for them and for the firm, execs say

Depending on which party wins, those with U.S. tax exposure should consider doing some complex estate planning

Outspoken advisor talks about how the dotcom bubble shaped him, his thoughts on alts and the future of advising

Kidnap and ransom policies cover negotiations, payments and extraction. But, shh, don’t tell anyone you have coverage

A proper branding exercise can help you set the right tone, but also better define your values and get your message across

Donors might wonder if their philanthropy could be more effective if given to smaller groups or those hurting for donations

A ‘mutual wills agreement’ can prevent unwelcome surprises later, especially in contentious families

What happens in estate planning if your primary asset is illiquid, i.e., a business? Insurance to the rescue