The Next Gen Special Report Archives - Canadian Family Offices

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 Special Report

Member Content by Stenner Wealth Partners+

Video: Our expert panel on the ‘Next Generation’

Here’s the full video and transcript of this Canadian Family Offices panel session

November 10, 2025
Special Reports, The Next Gen Special Report, Video

Video: Engaging the next generation of donors

CEO of Imagine Canada Bruce MacDonald talks about trends in philanthropy and how giving is being passed along to the next generation

October 29, 2025
Special Reports, The Next Gen Special Report, Video

People in an office meeting around a coffeetable.

‘You want to inspire resilience’: The art of making true successors out of heirs

Teaching entrepreneurship and financial literacy can give the next gen a boost and help ensure family longevity

October 21, 2025
Family Business, Special Reports, The Next Gen Special Report

Rubach: The emotional weight of wealth can crush heirs. How to replace chaos with clarity

Setting the stage for succession means normalizing one of the toughest conversations in wealth management

October 20, 2025
Commentary, Special Reports, The Next Gen Special Report

‘What is this money for?’: Portfolio strategies across the generations

How advisors pinpoint where each family member’s risk levels lie on the pyramid of family assets

October 15, 2025
Special Reports, The Next Gen Special Report, Wealth

Picture of two people irritated with each other in an office.

Six topics that generate the most friction between founders and the next gen

Best practices to help advisors persuade both sides to meet in the middle—or just meet

October 10, 2025
Family Business, Special Reports, The Next Gen Special Report

A cartoon of a child and wads of cash, illustrating the rise of inheritors in modern society and the decline of meritocracy

How the ‘inheritocracy’ economy is changing society

The ‘Bank of Mum and Dad’ may be spoiling more than the kids

October 7, 2025
Special Reports, The Next Gen Special Report, Wealth

More multi-family offices recognize the need for ‘family glue’

Today’s families have more on their minds than investing. They also want to ensure family cohesion

October 1, 2025
Fundamentals, Special Reports, The Next Gen Special Report

Members

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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.

RPIA Capital Management is a specialized fixed income manager with expertise in actively managing corporate bond portfolios. With over 135 employees, we manage approximately 23 billion* across 13 credit strategies for a broad investor base. *AUM as of September 30, 2026.