Commentary Archives - Page 5 of 26 - Canadian Family Offices

Photo compilation of Sharilyn Hale and Keith Sjogren, two philanthropy experts who say that the lack of knowledge about high-net-worth Canadians and their giving practices is a major deficit for HNW philanthropists and charities

Mind the gap: Philanthropy and Canada’s high-net-worth data deficit

HNW Canadians shoulder a huge proportion of charitable donations. Why don’t we know more about them?

22 hours ago
Commentary, Philanthropy, Summer Wealth Special Report

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 1

In this two-part series, Thane Stenner explores family challenges ranging from succession and geopolitical risks to cybersecurity and philanthropy. In the process, he proves that proactive planning, candid conversations and coordinated advice are essential to preserving wealth across generations. This week: Worries 1-5. Next week: Worries 6-10.

6 days ago
Commentary, Member Content

Member Content by Stenner Wealth Partners+

Former U.S. Federal Reserve Chair Jerome Powell

The margin for error is narrowing: highlights from Canso’s July 2026 Corporate Bond Newsletter

The difference between winners and losers is likely to become more pronounced, making fundamental research, rigorous due diligence, and a willingness to challenge consensus increasingly important.

August 11, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

Family matters: the issues that arise when helping kids financially

For families of significant wealth, the hardest parenting decisions are rarely about what they can afford

August 10, 2026
Commentary, Life & Family

A grandmother passing a tree to her next generation

From corporate wealth to lasting legacy: how business owners can maximize charitable giving, reduce taxes and preserve more of their wealth

One of the most powerful opportunities arises when publicly traded securities with accrued gains are donated directly to a registered charity

August 5, 2026
Commentary

Weathering future storms: Highlights from Canso’s July 2026 Market Observer

‘Investors should take a hard look at their portfolios to ensure they have the flexibility and capacity to take advantage of a sell-off fuelled by a wholesale deleveraging.’

August 3, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

An illustration of a family office advisor thinking of several different people, reflecting the need for family office advisors to integrate the Ten Domains of Family Wealth into their support for wealthy families, as Tom McCullough writes.

McCullough: Developing integrated advisors through the Ten Domains of Family Wealth

‘The most trusted advisors … will not necessarily be those who know the most about a particular discipline. They will be those who understand families well enough to recognize how all the disciplines fit together’

July 31, 2026
Commentary, Fundamentals

Closing the generational happiness gap through purpose

‘Skilled advisors can help families pass down their wealth to many generations. With an awareness of the happiness gap, they can help them pass down a sense of well-being too.’

July 16, 2026
Commentary

7 ways affluent families can raise grounded children in a world of abundance

‘The challenge for modern affluent families is how to balance extraordinary opportunity with the equally important task of developing independence, perspective, and resilience.’

June 30, 2026
Commentary, Life & Family

A man standing at the bottom of a wealth curve

Stenner: The key Upper Wealth Curve™ complexities and conversations shaping wealthy families today

Why significant wealth, significant liquidity events, and Tax Alpha™ have become three defining discussions for families from $25 million to $500 million+

June 30, 2026
Commentary, Member Content

Member Content by Stenner Wealth Partners+

A picture of US flag above the country of Iran

The Iran conflict’s silver lining for global ex-US Stocks

‘Negative sentiment creates an opportunity only if reality is likely to prove better than feared. We think it is. Regional conflicts, even those involving major oil-producing areas, don’t typically derail bull markets.’

June 25, 2026
Commentary, Member Content

Member Content by Fisher Investments Institutional Group

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The freedom to enjoy life only comes when one is truly secure. Crisis24 Private Strategic Group offers the world’s most prominent families complete confidence by delivering the most exceptional, integrated personal protection, cybersecurity and global medical concierge solutions.

Enhancing the family office client experience through clarity, access, and trust

We offer high-quality, income producing, commercial mortgage portfolios for institutional, family offices and high net worth investors.

We help Canadian families live their best lives—simplifying wealth, aligning values, and guiding transitions with sound advice. For those who view family as their most treasured asset, we see you, and your family's success, as our top priority.

For over 30 years, Fisher Investments has provided active equity investment management to institutional investors worldwide. Leveraging our global research platform, our top-down investment process combines macroeconomic analysis with bottom-up security selection.

Stenner Wealth Partners+ is a Multi-Family Office/OCIO Outsourced Consulting Team serving Canadian and US investors/households and Family offices/Foundations with generally a minimum of 10M+ in investable assets (or 25M+ net worth). Net worths of clients range between $25M To $3B+.

Fiera Real Estate is a team of experienced real estate practitioners backed with the kind of support that empowers innovative solutions for clients, including those in family offices. At the heart of Fiera Real Estate is a culture of innovation, integrity and ownership at every level.

At PwC Canada, our purpose is to build trust in society and solve important problems.

PearTree Canada was founded over 15 years ago to assist philanthropic high net worth individuals to give more, doing it efficiently, elegantly and strategically.

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

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

Providing our clients with the strongest investment strategies possible.

PenderFund has a talented team of expert analysts, security selectors and independent thinkers who manage and invest in our suite of specialized, public and private investment funds. With a disciplined investment process including rigorous risk analysis and the agility to pursue contrarian opportunities, it aims to exploit inefficient parts of the investing universe to protect and grow wealth for investors over time.

The Thalion Initiative is a global not-for-profit medical research organization addressing age-related diseases through geroscience.

Equiton is a vertically integrated private real estate investment and asset manager with strategies across the risk-return spectrum. Established in 2015 and currently employing over 250 professionals, Equiton’s value proposition involves acquiring, developing, and actively managing multi-sector real estate assets through in-house operations.

Stories continue below

Illustration of piles of coins toppling over, symbolizing the instability likely in Stablecoins

McGugan: Why stablecoins don’t live up to their name

The asset-tied cryptocurrency has got a big boost from friendly new U.S. legislation, but the risks outweigh the alleged benefits

August 20, 2025
Commentary, Wealth

An illustration of two people whispering in a female executive's ear, representing the spread and the dangers of misinformation in the digital age.

Misinformation: the invisible risk undermining families’ wealth

Everyone is more likely these days to believe things that just aren’t true. Here’s how to survive the age of misinformation.

August 15, 2025
Commentary

An illustration of a boat navigating choppy waters between two cliffs. The image represents the difficult journey investors face when corporate bond spreads are so tight, meaning the are not being paid much for the risk they are taking on.

With little compensation for risk, corporate bond spreads are too tight for comfort

Governmental largesse, praise for the Oracle, and other highlights from the Canso Corporate Bond Newsletter for July

August 1, 2025
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

McGugan: About that One Big Beautiful Bill …

Investors are ignoring the long-term risks of the OBBB Act—and its impact on U.S. government debt—at their peril, argues market-watcher Ian McGugan

July 24, 2025
Commentary, Wealth

John Carswell on building multiple successful businesses and staying true to your vision

It’s easy to get swept up in dreams of leading a team at an innovative business you created, but making that happen takes vision, grit and the ability to get comfortable with uncertainty.

July 22, 2025
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

Illustration of a couple sitting on a sinking dock, which is being used to represent how the market for recreational properties in Canada is slumping and that while there may be buying opportunities for ultra-high-net-worth families, they need to be aware of the risks.

Israelson: Thinking of taking a plunge into the buyer’s market in recreational properties? Look before you leap

Cottage shoppers have bargaining power right now, but prices might still have room to fall

July 21, 2025
Commentary, Wealth

If family offices want to tap Canada’s ‘new wealth,’ this community is worth paying attention to

Immigrant entrepreneurs, many from Asia, need culturally fluent advisors and supportive wealth management firms, writes Jessie Huang

July 18, 2025
Commentary

Highlights from July’s Canso Market Observer

‘When things are very expensive with this much uncertainty, then it is time to take profits and watch cautiously from the sidelines.’

July 17, 2025
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

Image of family business people around a table.

Road map to resiliency: The art of managing complexity in the family business

Families can turn challenges into competitive advantages and secure their legacy for the future, writes Michael McFaul

July 9, 2025
Commentary, Family Business

Image of couple on a couch not speaking to one another

Rubach: High-conflict divorce is often a failure of structure, not just a failure of love

Family office professionals are uniquely positioned to provide solid structures and financial literacy to their married clients

June 30, 2025
Commentary, Life & Family

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