Member Content Archives - 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

9 hours ago
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

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

5 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.

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.

How the Bélisle family office is integrating AI into its processes

Claudie Bélisle-Desjardins discusses how she is integrating artificial intelligence into all aspects of family office processes, how this drives efficiency, and why getting up to speed on this technology now is key.

July 30, 2026
Member Content

Member Content by PBY Capital

Rethinking real estate: How family offices are looking at property strategies in a new light

More investors are embracing opportunities outside traditional markets and seeking experienced partners for support

July 27, 2026
Member Content

Member Content by Equiton

The long goodbye: Thane Stenner on why the hardest part of succession is letting go—and how the right advisor helps founders do it

In nearly half of family-business transitions, the founder simply can’t step away. Stenner’s answer: bring in an independent facilitator. ‘I’ve facilitated many family meetings and lately I am bringing in a third-party consulting or advisory group, because I want the potential transition to go even better than I could facilitate.’

July 21, 2026
Member Content, The Next Gen

Member Content by Stenner Wealth Partners+

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

A legacy building image of someone's hand

Next generation: Embracing entrepreneurship, transparency and communication, plus pitfalls to avoid when it comes to enduring family legacies

‘The risk-taking attitude of a founder can seriously scare the next generation, especially when they get involved and begin to understand the risks more directly.’

June 22, 2026
Family Business, Member Content

Member Content by PBY Capital

A person logging on to their computer and seeing a fraud sign

Why family offices should care about fraud

Fraud is more complex, sophisticated and pervasive than ever. No one is immune – including Canada’s ultra-high-net-worth families. At Foster Family Office, fraud is part of risk management. The best defence: knowledge and awareness.

June 8, 2026
Life & Family, Member Content

Member Content by Foster Family Office

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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

Stenner: I’m one of Elon Musk’s biggest fans. That’s exactly why this has to be said.

The Tony Stark of our generation has achieved the genuinely impossible — and created a concentration of power, pay and key-man risk that should keep every serious investor awake at night.

June 4, 2026
Commentary, Member Content

Member Content by Stenner Wealth Partners+

Business folks waiting to board a private plane

Thane Stenner: The defining attributes of an elite wealth advisory team for ultra-high-net-worth investors

What distinguishes the rare teams that can serve as a trusted strategic office around a UHNW family’s full balance sheet, risks, values and decision-making complexity.

May 25, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

Joé Harvey, co-founder of Femmes en Santé, on improving women’s health through policy, collaboration and sheer will

‘Impact comes from bringing together people who usually operate in different spheres: clinical practice, policy, finance, innovation and corporate leadership. When those perspectives meet, new ideas emerge and collaborations form that would not otherwise happen.’

May 19, 2026
Member Content, Philanthropy

Member Content by PBY Capital

Thane Stenner: 21 Tax Alpha™ tips for wealthy investors, family offices and business owners

These are various tax deferral/minimization strategies and tips below to proactively pursue

May 12, 2026
Commentary, Member Content

Member Content by Stenner Wealth Partners+

Limited upside, unlimited downside: highlights from Canso’s April Corporate Bond Newsletter

‘We are happy to take on risk when we are compensated to do so. What’s more difficult is being disciplined and not taking on risk when the prospective returns are not commensurate.’

May 8, 2026
Commentary, Member Content

Member Content by Canso Investment Counsel Ltd.

person walking down a hallway discussing a family office

Calling yourself a multi-family office is easy, operating like one is not

The number of multi-family offices in Canada is surging alongside generational wealth. But with no legal definition and more portfolio managers, and even small insurance companies rebranding as multi-family offices, what exactly is a multi-family office?