Fundamentals | Canadian Family Offices

This section is by PBY Capital

Could competition for wealthy families mean a ‘race to the bottom’ on fees?

We might see more competitive pricing, but family offices say they won’t risk quality of service

September 29, 2021 Fundamentals
Best-behaviour protocols keep families on track and out of trouble

Codes of conduct regulate behaviour, from which charities to support to what’s okay for Instagram

September 23, 2021 Fundamentals
Councils help families ease into more formal governance

Meetings also promote unity and keep family members from 'heading off in all kinds of different directions'

September 9, 2021 Fundamentals
Six Canadian family-office leaders and the books that energized them

Tomes both classic and new that inspired them professionally and, in some cases, personally

August 30, 2021 Fundamentals
Assigning the three R’s to family members can hold them together

But determining each person’s roles, rights and responsibilities is something many families avoid

August 24, 2021 Fundamentals

Stories continue below

Stories continue below

Stories continue below

Stories continue below

When a family office makes sense to manage wealth

The Mellons and Rockefellers were among the first to establish family offices to manage their vast personal fortunes

May 14, 2018 Fundamentals