Commentary | Canadian Family Offices

Advertisement 1

This advertisement has not loaded yet, but your article continues below.

This section is

This section was produced by the editorial department. The client was not given the opportunity to put restrictions on the content or review it prior to publication.

by PBY Capital

Commentary

Mental incapacity in the family enterprise: Hoping for the best is not a winning strategy

How advisors can address issues head-on for the well-being of the business and family ecosystem

Commentary

dementia cognitive decline family business

Commentary

Family Bank concept can help families nurture a vibrant culture, legacy

Commentary

Commentary

Bespoke investment funds offer benefits in diversification, efficiency

Commentary

Bespoke funds also bring the ability to engage investment managers outside the country.

Commentary

Good governance helps family enterprises thrive in short term, endure in long term

Commentary

On a practical level, good governance at a family enterprise is about two main things: people and processes.

Commentary

A tale of two business owners: Which family would you rather be in?

Commentary

selling a business succession business transition

Members

Lysander Funds

Specialized solutions that are right for you. Independent, focused investment strategies for Canadian investors.
Canso Investment Counsel

Canso believes that fundamental analysis and security selection adds value compared to a more passive approach.
PBY Capital

Providing our clients with the strongest investment strategies possible.

Advertisement 2

Stories continue below

This advertisement has not loaded yet, but your article continues below.

Seven issues that foundation boards are grappling with now

Volatile market conditions have ignited fresh discussions at foundation and endowment boards

April 22, 2022 Commentary
How to shrink probate fees on your estate in a few cost-effective moves

It’s a shame to pay on assets that don’t require it, or to pay more than once on the same holding

April 7, 2022 Commentary
Advertisement 1

Stories continue below
Life-insurance strategy allows you to give back and have cash for family, too

Using a universal life policy means you don't have to choose between charitable giving and leaving money for your loved ones

April 1, 2022 Commentary
How your investments are taxed, and a few coping strategies

Knowing the tax rates on dividends, capital gains and interest can help you save money in the long run

March 23, 2022 Commentary
When preventive medicine fails, it's time for serious dispute resolution

The advantages and pitfalls of four formal methods for defusing family disputes

March 15, 2022 Commentary

Canadian Family Offices Newsletter

Demystifying wealth. Sign up for our weekly newsletter featuring a mix of stories of interest to Canada's high-net-worth individuals and families.

Email Address

There was an error, please provide a valid email address.

By clicking on the sign up button you consent to receive the above newsletter from Postmedia Network Inc. You may unsubscribe any time by clicking on the unsubscribe link at the bottom of our emails. Postmedia Network Inc. | 365 Bloor Street East, Toronto, Ontario, M4W 3L4 | 416-383-2300

Thanks for signing up!

A welcome email is on its way. If you don't see it, please check your junk folder.

The next issue of Canadian Family Offices Newsletter will soon be in your inbox.

We encountered an issue signing you up. Please try again

Advertisement 1

Stories continue below

This advertisement has not loaded yet, but your article continues below.

Advertisement 3

Stories continue below

This advertisement has not loaded yet, but your article continues below.

Advisors: Losing a client after divorce or spouse’s death is likely, but not inevitable

Instead, take these steps for making the relationship even stronger

March 11, 2022 Commentary
War, inflation upping volatility and risk of leveraged positions going south

Family offices that use hedge-fund tactics, mainly in the U.S., flirt with collapse from Western financial and economic strains

March 8, 2022 Commentary
Advertisement 2

Stories continue below
Contemplating divorce? You’ll need a trusted, capable team at your back

These steps can help both spouses work together to create a durable, practical outcome

March 4, 2022 Commentary
Don’t ignore your collectibles in tax planning. You could be very sorry

More big estate-planning missteps, as witnessed by long-time accountant Mark Goodfield

February 28, 2022 Commentary
Business owners, you can – and likely should – be growing your corporate savings

Cash can be invested in stocks, funds or real estate and grow inside the corporation just like in other investment accounts

February 24, 2022 Commentary

Advertisement 2

Stories continue below

This advertisement has not loaded yet, but your article continues below.

Advertisement 4

Stories continue below

This advertisement has not loaded yet, but your article continues below.

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
If you're not taking profits, is the tax tail wagging the investment dog?

Wisdom holds that investors should rebalance and sell winners after markets have moved up

February 9, 2022 Commentary
Advertisement 3

Stories continue below
Ways to prevent corrosive family squabbles, from a dispute resolution lawyer

Taking steps toward good governance can halt conflicts before they erupt into court proceedings

February 3, 2022 Commentary
Three big estate-planning missteps, from a long-time accountant

Mark Goodfield has seen many high-net-worth clients make these mistakes, whether blissfully or blatantly

January 28, 2022 Commentary
Done right, leverage can deliver coveted fixed-income returns

In this detailed example, a levered solution magnifies an attractive investment that by itself offers an insufficient return

January 24, 2022 Commentary

Advertisement 3

Stories continue below

This advertisement has not loaded yet, but your article continues below.

Advertisement 5

Stories continue below

This advertisement has not loaded yet, but your article continues below.

Thinking outside the credit box: Benefiting from competition in the insurance lending sector

Alternative lenders suit HNW people who value flexibility and don’t want to be treated as a transaction

January 11, 2022 Commentary
Eleven more fallacies about private foundations in Canada

Confusion about these entities is mostly due to lack of knowledge, out-of-date information, and not malfeasance

January 6, 2022 Commentary
Advertisement 4

Stories continue below
My fixed income investments are not working. What should I do?

Consider these six alternatives to put in the traditional bond portion of your portfolio

December 30, 2021 Commentary
Three trends that will influence philanthropy in 2022

Families will play a bigger role in giving and take a broader view of how they make a difference

December 28, 2021 Commentary
New generation of philanthropists re-examine giving and funding practices

Not interested in just writing cheques, they throw themselves into the process to make a greater impact

December 20, 2021 Commentary

Advertisement 4

Stories continue below

This advertisement has not loaded yet, but your article continues below.

1 of 3pages
NEXTpage

Commentary | Canadian Family Offices

Advertisement 1

Mental incapacity in the family enterprise: Hoping for the best is not a winning strategy

Family Bank concept can help families nurture a vibrant culture, legacy

Bespoke investment funds offer benefits in diversification, efficiency

Good governance helps family enterprises thrive in short term, endure in long term

A tale of two business owners: Which family would you rather be in?

Members

Lysander Funds

Canso Investment Counsel

PBY Capital

Advertisement 2

Seven issues that foundation boards are grappling with now

How to shrink probate fees on your estate in a few cost-effective moves

Advertisement 1

Life-insurance strategy allows you to give back and have cash for family, too

How your investments are taxed, and a few coping strategies

When preventive medicine fails, it's time for serious dispute resolution

Canadian Family Offices Newsletter

Thanks for signing up!

Advertisement 1

Advertisement 3

Advisors: Losing a client after divorce or spouse’s death is likely, but not inevitable

War, inflation upping volatility and risk of leveraged positions going south

Advertisement 2

Contemplating divorce? You’ll need a trusted, capable team at your back

Don’t ignore your collectibles in tax planning. You could be very sorry

Business owners, you can – and likely should – be growing your corporate savings

Advertisement 2

Advertisement 4

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

If you're not taking profits, is the tax tail wagging the investment dog?

Advertisement 3

Ways to prevent corrosive family squabbles, from a dispute resolution lawyer

Three big estate-planning missteps, from a long-time accountant

Done right, leverage can deliver coveted fixed-income returns

Advertisement 3

Advertisement 5

Thinking outside the credit box: Benefiting from competition in the insurance lending sector

Eleven more fallacies about private foundations in Canada

Advertisement 4

My fixed income investments are not working. What should I do?

Three trends that will influence philanthropy in 2022

New generation of philanthropists re-examine giving and funding practices

Advertisement 4

Notice for the Postmedia Network