Fundamentals Archives - Canadian Family Offices

Photos of Don Steele, Jamie Herman, Nancy Marshall and Brad Jesson

The greatest risks to family longevity: Four advisors weigh in

Common factors are likely to blame when a family’s wealth doesn’t survive the transition to subsequent generations

November 26, 2024
Fundamentals

See early results of our survey of Canadian multi-family offices

Subscribers to our Canadian Family Offices newsletter will receive a link to the survey report in their inboxes

November 25, 2024
Fundamentals

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Ten biggest family offices in the world: ‘Tons of opportunities, but also tons of risks’

Giant firms can take inventive approach to investments, but their size also brings scrutiny. ‘Flying under the radar can be quite difficult’

November 19, 2024
Fundamentals

Photos of Nancy Marshall and Linda Stalker

Clients of multi-family offices find power in connections—with each other

Encouraging wealthy families to meet and mingle has benefits for them and for the firm, execs say

November 18, 2024
Fundamentals

To succeed in this business, ‘you need high performance ideas’: Helen Kearns

A conversation with CEO of Bell Kearns, who broke the capital markets glass ceiling and became a family office leader

November 13, 2024
Fundamentals

Photos of Steve Ivacko, James Dunne and Varugis George.

It can be lonely at the top, say family office executives

Many work in small teams or from home, in a profession that requires utter discretion. Here’s how some cope with isolation

November 12, 2024
Fundamentals

Photos of Tom McCullough, Patricia Saputo and Carolyn Cole.

How to build your family office for the future

Tomorrow’s family advisors will need diverse skills to guide families and keep them together, three experts say

November 7, 2024
Fundamentals

Photos of third-party service providers to family offices

The List: Third-party pros who serve Canada’s enterprising families

These allies to family offices provide family coaching, cross-border help, business advice, philanthropic knowhow and recruiting services

October 30, 2024
Fundamentals

Photos of Thane Stenner and Chris Gandhu

Growing pains? How to scale up smartly at the family office

Expanding a practice can be expensive. Consider the costs and benefits, but do some soul-searching, too

October 24, 2024
Fundamentals

The Top Five global family office destinations are … well, it depends

In an evolving world, family offices must balance risks, rewards of an expanding list of jurisdictions

October 22, 2024
Fundamentals

Family offices are taking wing to global destinations

International report says four in five family offices surveyed have opened offices in other countries over the past five years

October 16, 2024
Fundamentals

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

One of Canada’s top private mental health treatment facilities specializing in addiction, anxiety, depression, trauma and OCD, delivered with discretion and confidentiality.

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.

Stories continue below

Showing your vulnerable side: How family offices can overcome people-related security blind spots

Cybersecurity is not just a tech problem. The real issue is human capital.

October 10, 2024
Fundamentals

Joe Chidley joins Canadian Family Offices as Managing Editor

“This publication continues to grow and innovate,” says former Co-editor Christina Varga

October 9, 2024
Fundamentals

Crisis at her family’s business put Wendy Sage-Hayward on path to advising others

Experience with ‘a 50-cousin partnership’ led to teaching at UBC and roles at Family Enterprise Canada and FEA program

October 7, 2024
Fundamentals

Pictures of Kelly Burke and Mary Hermant

New advisory firm brings extensive SFO experience to the table

Founding partners at Chamberlain Family Office Advisors ‘have lived the dream that we’re trying to solve for’

September 30, 2024
Fundamentals

family office Canada wealth professionalization

‘Professionalization’ is word of the day at family offices in Canada

Internal improvements needed as investment world expands, complexity surges and families grow in size and wealth

September 24, 2024
Fundamentals

A new AI tool for family offices promises easier, faster data analysis

Eton Solutions launches EtonGPT, a generative AI capability that can parse documents and extract insights from internal and external sources

September 17, 2024
Fundamentals

Family offices set to boom this decade: Deloitte survey

Number of family offices could grow by 75 per cent globally. Experts see a similar trend developing in Canada

September 13, 2024
Fundamentals

Patrick O’Connor steps into national spotlight with network of FO advisors

Founder of Blackwood builds team to offer advisory services to investment, legal and financial firms across Canada

September 11, 2024
Fundamentals

Kevin Algar: Families have financial planners but ‘lack comprehensive financial plan’

With its CFO approach, his firm Algar Virtue applies business discipline to personal wealth. ‘We openly declare ourselves fiduciaries’

September 10, 2024
Fundamentals

Michael Louie accounting CPA family office

Accountant advances to sweet spot: ‘family office that fits within CPA firm’

Michael Louie evolves to serve wealthy families and their complex business needs from inside Vancouver’s D&H Group

September 5, 2024
Fundamentals

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