Life & Family Archives - Canadian Family Offices

Why you need to talk to the kids about wealth—and four good ways to do it

When it comes to money and children, don’t-ask-don’t-tell is rarely an advisable policy

October 1, 2024
Life & Family

David Lesperance citizenship wealth family office

Changing citizenship: Who’s making inquiries now to ensure ‘future mobility’

Some Canadian families see trouble on the horizon and want to have options, says advisor David Lesperance

September 12, 2024
Life & Family

Cost to insure vacation homes spikes in popular areas of N. America

Insurance brokers raise alarms as catastrophic events leave property owners struggling to find coverage in North American hot spots

July 15, 2024
Life & Family

Sustainable travel: Squeezing the carbon out of a luxury trip

Travel transparency is becoming a priority for wealthy globetrotters, but it need not mean sacrificing luxury

June 14, 2024
Life & Family

comic books alternative assets investing

More fun than hedge funds: Comics, art and other ways to park capital

Buy art and collectibles for passion, not serious investment, experts say, and always keep an eye on what’s in demand

May 17, 2024
Life & Family

‘Golden visas’ lure more Canadians – and no, they’re not disappearing

One firm sees 440% increase in queries from Canada, with clients saying: ‘I am not sure what the world will look like in 50 years’

May 16, 2024
Life & Family

Unless their dad is Liam Neeson, your clients might need this insurance

Kidnap and ransom policies cover negotiations, payments and extraction. But, shh, don’t tell anyone you have coverage

March 13, 2024
Life & Family

Fans of luxury cars lean into the lifestyle at social clubs, specialty condos

Venues host social gatherings, track days, vehicle storage services — all valuable amenities for enthusiasts in urban locales

February 29, 2024
Life & Family

Couple holding hands at valentines table on date or romantic anniversary celebration together. Man touch black woman fingers, as expression of love at dinner with candles and rose petals.

Sign a prenup now, or open up the family books later

‘There is a bit of contradiction in a couple swearing their undying love while negotiating a contract that outlines how they will separate.’

February 14, 2024
Life & Family

Where are wealthy Canadian snowbirds going? Nine hotspots

From Mexico to Italy to Fiji, these destinations offer sun, sand, golf and – perhaps more important – things to do

February 9, 2024
Life & Family

A collage of real estate agents - Clockwise, from left: George Niblock of Niblock Real Estate in Oakville, Ont.; Cailey Heaps of Heaps Estrin Real Estate Team in Toronto; Alex Hripko of John Hripko Real Estate Team in Calgary; Adil Dinani of Dinani Group, Royal Lepage West in Vancouver.

Outlook for luxury real estate market in 2024

Real estate agents in Vancouver, Calgary, the Greater Toronto Area and Montreal discuss trends among their wealthy clientele, and what buyers want going into 2024

January 4, 2024
Life & Family

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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

A photo collage of, from left, Karlee Vukets, Carolyn Cole and Jamie Golombek.

Giving money as a gift? Here are the who, how and tax considerations

There are many things to consider when giving a financial gift, including the emotions that can go along with it

December 15, 2023
Life & Family

‘Stealth wealth’ fashion means out with bling, in with understatement

Ultra-wealthy people dress to fly under the radar, investing in apparel ‘that will last but not date’

October 25, 2023
Life & Family

Gen Z, where etiquette, social graces and networking skills are dying on the vine

Etiquette seems like a lost art these days. Gen-Z ‘does not have the skill set to pick up on social cues, body language and knowing how to read the room’

October 5, 2023
Life & Family

A few more books recommended by wealth advisors — fiction this time

These works inspire empathy, creativity and open-mindedness, as well as a little fun

September 29, 2023
Life & Family

Some kinds of luxury cottages see ‘big correction’ as market stabilizes

Smaller lakes and island properties take a hit as potential buyers are no longer willing to go for just anything

September 28, 2023
Life & Family

Wealth and loneliness can go hand-in-hand during the holidays

Those with higher incomes spend more time alone and less time interacting with others, studies show

September 13, 2023
Life & Family

A woman looks out a window with a view of water and boats. "“Eating disorders constitute a particular challenge ... They are complex and often very hard to treat psychological disorders,” according to Paracelsus Recovery in Zurich, Switzerland. Those with the means have private recovery options, including this Paracelsus Recovery facility.

Wealth can exacerbate eating disorders but also open options for recovery

With eating disorders, an often misunderstood mental-health condition, on the rise, demand for recovery options is also surging

August 23, 2023
Life & Family

Timeless traction of vintage sneakers makes them an irresistible asset class

As office-goers dress down, ‘sneakerheads’ buy some for wearing, some for collecting, and others for investment

August 2, 2023
Life & Family

The Titan submersible used to visit the wreckage site of the Titanic. The vessel, owned by OceanGate, which has suspended operations, imploded last month, with passengers including billionaires Hamish Harding and Shahzada Dawood, and OceanGate CEO Stockton Rush on board.

Why wealthy people can engage in risky behaviour

Eight things families can do to create a healthy dynamic, so that risk-takers feel less pressure to engage in dangerous behaviour

July 27, 2023
Life & Family

Canadian actor Paul Gross in the titular role in King Lear at the Stratford Festival 2023.

Paul Gross in King Lear: The problem of succession transcends time

The iconic Canadian actor plays the iconic aging patriarch with a tragically terrible succession plan pitting his children against each other

July 25, 2023
Life & Family

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