Commentary | Canadian Family Offices

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Judging kids of wealthy families causes damage that can last a lifetime

Passing judgment, subtly or not, shapes children's views of themselves and the world around them

August 26, 2021 Commentary
How might HNW investors cope with another Great Depression?

A big drawdown in capital markets seems imminent. What steps should you take, and when?

August 23, 2021 Commentary
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How to keep cottage transition from becoming an estate-planning mess

Start small by talking with adult children about maintenance, then move on to money and responsibility

August 17, 2021 Commentary
Make your big purchase now or possibly face Canada’s new luxury-goods tax

Here’s how to calculate your tax if you’re determined to buy that new vehicle, plane or motorboat

August 13, 2021 Commentary
Sure, you donate money. But are you making an impact?

Some people spend more time researching what television to buy than they do picking a charity

August 11, 2021 Commentary

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How to keep your U.S. beach house from becoming quite so taxing

Holding your vacation property in a discretionary trust can help shield it from eye-popping U.S. estate taxes

August 9, 2021 Commentary
What do successful investors have in common? They have a plan

An investing roadmap can keep you on track, curb your worst impulses and help you buy low and sell high

August 3, 2021 Commentary
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Flush with cash, former business owners stumble out of the gate

Newly wealthy entrepreneurs can feel invincible and face pressure to re-create past success. But they are prone to making mistakes

July 28, 2021 Commentary
Against the odds, how to build a long-lasting business family

Fostering leadership can mitigate the forces that tear enterprising families apart

July 26, 2021 Commentary
Spectre of inflation divides the bond world

Whether inflation rates rise or fall, long-term corporate bonds are an asset class to consider

July 21, 2021 Commentary

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Debut of Purpose Longevity fund brings back an old-school strategy

Combining the new fund with universal life insurance puts an effective estate plan in place

July 20, 2021 Commentary
When do you need a family office? Changes in life lead people to seek help

The top three reasons for seeking out a family office are new-found liquidity, a new stage of life and new awareness of family offices

July 15, 2021 Commentary
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Intelligent giving, not throwing cash at charities, is how we’ll cure society's ills

Ottawa proposes unlocking extra funds for charitable giving, but that might not be the best answer

July 12, 2021 Commentary
Life insurance offers untapped potential in high-net-worth planning

Sophisticated advisers begin to value life insurance as a central building block for capital preservation and wealth transfer

July 5, 2021 Commentary
New tax change will help keep more businesses in the family

Bill C-208 ensures owners aren’t penalized when passing on the business to the next generation

June 30, 2021 Commentary

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Single vs. multi: Know your family office types

How exclusive your family office is depends on your net worth

June 15, 2021 Commentary
Optimism bias: Our overconfidence in the markets could be our undoing

Overconfidence is an affliction that people in general – and financial advisors in particular – suffer from

June 15, 2021 Commentary
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How to find the right family office for you

Choosing the ideal multi-family firm might be one of the most important decisions of your life

June 15, 2021 Commentary
The ins and outs (and pitfalls) of borrowing from your own company

How to extract money from your corporation while avoiding tax complications

June 14, 2021 Commentary
Is family governance much ado about nothing?

Families must be led through trust and empowerment to prevent deterioration of relationships, wealth

June 9, 2021 Commentary