Technology 2025 Archives - Canadian Family Offices

Ali Saleh saw how AI could help Canadian advisors with ever-complex transfers of wealth

His creation, Evolving Intelligence, helps track and manage wealth across borders, family members and generations

28 minutes ago
Special Reports, Technology 2025

Large language models are the human ‘face’ of the AI revolution. But are they ready for prime time?

Despite their promise, LLMs may also be prone to bias, error and inadvertently exposing proprietary data—big concerns for family offices

6 days ago
Special Reports, Technology 2025

A woman weighing her financial options on the computer.

Family offices needed a fintech solution. Simran Kang went out and built it.

As the global family office sector evolves, one of the most frequently mentioned needs is a modern tech platform that can keep pace with the complexity of intergenerational…

June 9, 2025
Special Reports, Technology 2025

Illustration of older gentleman drowning in paper in his office.

Going paperless is still a dream—or dreaded nightmare—for many single-family offices

There’s nothing wrong with paper, but SFOs are facing growing pressures from inside and out to upgrade their technology

June 4, 2025
Special Reports, Technology 2025

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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.

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 $2.5B+.

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.