What's a family office, anyway? They're for the very rich only, right? Some firms serve an earlier stage of wealth, but who’s to say they aren’t a family office? Or perhaps there is a better name 4 days ago Fundamentals
What’s a family office, anyway? Ten Domains to guide them all Model from UHNW Institute defines services, demonstrates importance of collaboration among wealth management professionals March 20, 2024 Fundamentals
What is a family office, anyway? We inadvertently stirred the pot In November, we compiled a list of ‘multi-family offices’ in Canada. It started a worthy debate February 28, 2024 Fundamentals
New FEC course to help family enterprises make most of unsettled world Shining a light on opportunity amid disruption, three-day sessions are directed at enterprising families and advisors January 25, 2024 Fundamentals
Ten things keeping wealthy Canadians (and their advisors) awake at night They once found comfort in making informed predictions about the future. But not any more January 22, 2024 Fundamentals
Wealthy families quietly attend new courses at Canadian universities Classes cover private equity, tech investing, venture finance at Toronto’s York and Metropolitan universities, University of Alberta January 15, 2024 Family Business
The List: 80 multi-family offices in Canada We've made additions to our tally of multi-family offices across the country, as compiled by Canadian Family Offices November 26, 2023 Fundamentals
‘Stealth wealth’ fashion means out with bling, in with understatement Ultra-wealthy people dress to fly under the radar, investing in apparel ‘that will last but not date’ October 25, 2023 Life & Family
In Western culture, we prize the individual. But is that bad for family business? Whether you honour individual or family, avoiding these two extremes is best in Canada’s business landscape August 24, 2023 Family Business
Timeless traction of vintage sneakers makes them an irresistible asset class As office-goers dress down, ‘sneakerheads’ buy some for wearing, some for collecting, and others for investment August 2, 2023 Life & Family
