Fundamentals Archives - Page 8 of 28 - Canadian Family Offices

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 2

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 6-10. Last week: Worries 1-5

13 hours ago
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

Lessons learned from the family office experts

Lessons from the field: five experts weigh in on navigating the Canadian family office landscape

‘A family office should reflect the family that actually exists, not the one being wished into existence by its creator’

2 days ago
Fundamentals

Illustration of a family office executive filling out a survey at her computer, used in this article promoting the 2026 Canadian Family Offices Multi-Family Office survey, which is now available to be completed by multi-family office representatives.

Canadian Family Offices’ third annual multi-family office survey has launched

Take the survey and contribute to ‘The Multi-Family Office Landscape in Canada 2026,’ our must-read report on the state of MFOs

7 days ago
Fundamentals

Images of Amin Kanji, Colin Keddy and Andrew McQuiston, three family advisors who talk about what makes the third generation of wealthy families unique and different from first or second generation

The story arc of wealthy families, from the first to the third generation

How does Generation 3 differ from Generations 1 and 2? We ask the experts

August 11, 2026
Family Business, Fundamentals

Family meeting financial adviser for house investment

BULLWEALTH’s Randy Gunn: ‘If you do it right, you become an extension of your client’s family’

From understanding risk-return metrics to benefitting from the CFA designation, long-time CFA Society Toronto member shares lessons that have shaped a career focused on impact.

August 7, 2026
Fundamentals, Partner Content

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

Photo of Shawna Perron, Adam Hoffman and Kelly Demo—three advisors who give their views on the third generation of wealthy families in this story exploring myths and realities about Gen 3

Five myths about the third generation of wealthy families

As they step into leadership roles, the third-generation kids are all right, according to the advisors who work with them

July 28, 2026
Family Business, Fundamentals

What single-family offices should look for when hiring non-family members

When SFOs hire outside the family, strategic planning—and a clear understanding of the skills they need—is the place to start

July 23, 2026
Family Business, Fundamentals

A montage of images showing (clockwise from top left) Singapore, Panama City, Lisbon and New Zealand, four of the 10 destinations for wealth migration discussed in this article.

Wealth migration is accelerating. Here’s where the rich are moving.

From Costa Rica and Panama to Singapore and New Zealand, these 10 countries are prime destinations for ultra-wealthy migrants

July 21, 2026
Fundamentals, Summer Wealth Special Report

Montage photo of Cameron Clark, Jill Renton and Barb Schimnovsky, three family advisors who speak about what makes third-generation family members distinct from their forebears.

10 things family office advisors need to know about today’s Gen 3 clients

Young third-generation heirs to wealth are tech-savvy, health-conscious, globally connected and eager to make a difference

July 17, 2026
Family Business, Fundamentals

A Canadian flag and a graph of market moves, illustrating the upcoming launch of prediction markets in Canada. They are controversial despite their popularity, and some experts say they are more like gambling than investing.

Prediction markets are coming to Canada, but at what cost?

Their impact on the family office space is to be determined, but Canadians are skeptical—and younger investors in particular may be at risk

July 13, 2026
Fundamentals

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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

‘Family is the most important thing in life’: Luke Hansen-MacDonald on next-gen leadership and the ties that bind

Canadian Family Offices is partnering with the second-generation business leader, president of his family’s single-family office, and host of Beyond the Family Business to share the popular podcast with our readers

September 9, 2025
Family Business, Fundamentals

An illustration of an executive working on a computer under an umbrella, representing the need and the limitations of cyber insurance.

Cyber insurance: an important backstop, but not a panacea

In a digital world under attack by bad actors, cyber insurance policyholders should understand the extent and limitations of their coverage

August 21, 2025
Fundamentals

Photos of Matt Knight, Brad Jesson and Victoria Paris

Family offices are regulated in the U.S. Is it time for Canada to follow suit?

At the risk of opening a can of worms, we found advisors who are receptive to some basic Canadian guidelines

August 19, 2025
Fundamentals

Anatomy of a merger: A behind-the-scenes look at how Patrimonica Multifamily Office and iNFiNi-t Wealth Management Advisors Inc. joined forces

This is the first in a series of articles by PBY Capital that examines the multi-family office landscape. Canada’s wealth management industry is changing rapidly as two important…

August 18, 2025
Fundamentals, Member Content

Member Content by PBY Capital

Photo of Bill Healy, family office executive

Admiration for the family office model inspired Bill Healy to put down serious roots there

Former executive at Patrimonica talks about the need for soft skills, the hard lessons he learned while selling investments and the influence of Alex P. Keaton

August 7, 2025
Fundamentals

Photos of Mitchell Oelbaum, Peter Jessiman and Martha Simmons.

The evolution of family wealth: Two SFOs and an MFO recount their strategies for success

One new single-family office is busy investing. A second dove into the mortgages sector. Another firm started an MFO from scratch

July 28, 2025
Fundamentals

MFO pioneer Michael Nairne: ‘As close to being on the client side of the table as we can be’

Founder of Tacita Capital talks about putting tax strategy front-and-centre, maintaining independence and helping families face the challenges of affluence

July 22, 2025
Fundamentals

Illustration of business people sitting at a conference table.

UHNW Institute’s ‘Wealthesaurus’ sets standards in an industry where there are few

Free resource offers clear definitions of wealth advising terms to inform families, assist family office advisors and standardize the field

July 15, 2025
Fundamentals

Calling all MFOs: The 2025 Multi-Family Office Survey has launched

Our second annual survey seeks to provide an even more comprehensive view of the MFO ecosystem in Canada

July 4, 2025
Fundamentals

Pictures of Lucy Ryan, Peter Jaskiewicz, Katrina Barclay and Carolyn Cole.

Seven reasons why starting a family office might not be the right option

If a family is lacking the needed resources, shared values or long-term goals, other options might work better

July 3, 2025
Fundamentals

Members

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