Commentary | Canadian Family Offices

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To keep family conflict from boiling over, turn off the heat

Wealth adds complexity to family drama, but clashes can be cooled with communication and conflict management

November 11, 2021 Commentary
‘Lower for longer’ could apply to stock markets someday. Are you ready?

The last bear market was only 5 weeks long, and we’ve become complacent, John De Goey writes

November 9, 2021 Commentary
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Low interest rates make it a great time to trim taxes with income splitting

Prescribed rate loan planning allows high-income earners to split income with family members

November 4, 2021 Commentary
Dear wealth advisors: Here’s why your advice is hard to take

Most advisors don’t know how to cope with myriad issues that govern clients’ decision-making

November 3, 2021 Commentary
Business owners, don’t neglect your CDA account – it’s a beautiful thing

It keeps track of the cash your corporation can pay out as a tax-free capital dividend

October 29, 2021 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
Security selection a hazy proposition, especially for HNW investors

‘Whatever your portfolio construction, I would not recommend actively trading the underlying securities in it'

October 21, 2021 Commentary
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A life insurance strategy that frees up cash for other investments

The Immediate Financing Arrangement is a useful tactic for individuals or business owners

October 19, 2021 Commentary
They thought they were set for life: How a fortune was frittered away

It takes courage for advisors to tell affluent clients they’re living beyond their means

October 14, 2021 Commentary
Is it time to ditch the classic 60-40 investment portfolio?

Perhaps not yet. With a few tweaks, this asset-allocation formula can stand the test of time

October 7, 2021 Commentary

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Our elders can strengthen and guide the family philanthropy experience

Four ways parents and grandparents propel a family’s giving and deepen its sense of purpose and legacy

September 29, 2021 Commentary
How does money mess us up? Lessons ‘caught rather than taught'

Financial psychologist Moira Somers on stressors, unspoken ‘wisdom’ and how to talk about money

September 17, 2021 Commentary
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Learning and development are vital to an enterprising family's success

The chief learning and development office is a necessary part of the family's C-suite

September 14, 2021 Commentary
A look inward: Are your own instincts sabotaging your investing?

How emotional responses can result in a self-destructive exercise in bad market timing

September 8, 2021 Commentary
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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Recognizing and preventing financial abuse is a key duty of family advisors

Being discreet is the modus operandi of family offices, but this can also provide cover for economic abusers

August 31, 2021 Commentary
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
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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
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