Author

Steve Legler for Canadian Family Offices

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How can a family’s generations better stick together? ‘Generative alliance’ to the rescue

Key family-office advisors form a critical glue that helps families thrive together and survive transitions

September 8, 2023
Commentary

family office Ten Domains advisor

As clients demand more, Ten Domains model can help family offices deliver

‘Quarterback’ advisors need to bridge wealth-management side and softer skills to create a true ecosystem

April 21, 2023
Commentary

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Sands shifting under family offices as they seek the talent they need

Advisors focus increasingly on the human side of things as the limits of ‘employee only’ model become clear

June 6, 2022
Commentary

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Advisors can stand apart by helping clients groom the next family leaders

Some families might welcome the resources needed to undertake the next generational transition

February 22, 2022
Commentary

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Don’t forget the family at the family office

New entrants to family office world are often good at the ‘office’ part but ‘family’ is neglected

October 27, 2021
Commentary

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Peer organizations, both old and new, move the industry ahead in service of families

From FEC to UHNWI, group members learn and share best practices. There really is something for everyone

September 2, 2021
Commentary

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