Like many of our readers this time of year, the editorial team at Canadian Family Offices have been busy over the past few weeks planning for the year ahead. The family office ecosystem in Canada is evolving rapidly, and we are evolving along with it, honing our editorial offerings, expanding our coverage and analysis, and, well, just doing our best to keep up.
In that spirit, the approaching year-end seems as good a time as any to share some of what we’ve been cooking up. Regular readers might have noticed a few of these changes already; others will be unveiled (with minimal fanfare, we promise) over the coming months.
Research: Our first-ever survey of multi-family offices is now complete, and the results were released to our newsletter subscribers earlier this week. The Multi-Family Office Landscape in Canada, based on the responses of more than 50 MFOs, offers what we hope are valuable insights into multi-family offices and their clients. If you have not yet signed up for our newsletter, we strongly encourage you to do so. Not only will you get early access to the MFO Report in advance of its wider release early next year, but you also will be kept up to date, twice a week, about what’s new on our site.
We are planning more research reports in 2025, including a fresh edition of the MFO survey. Such reports are part of our ongoing effort to expand the knowledge base about family offices in this country and to help industry participants share their concerns, priorities and best practices. Thank you in advance to those who take the time to participate.
Special Reports: Throughout 2025, we will be zooming in on roughly a half-dozen topics of special interest to our readership. Through a series of related articles, these reports will provide an opportunity to focus on such topics as succession/multi-generational management, philanthropy, private equity, real estate and tax strategy. They will also allow us (and our readers) to explore evolving areas, such as technology, in a more in-depth manner. This month, expect to see a number of Outlook 2025 articles, which will discuss the forecast for taxes, investing, alternatives and family offices generally next year; our first article in the series, on philanthropy, has already dropped.
Expanded coverage areas: Less formally, our goal in 2025 is to produce more in-depth articles exploring key areas of interest for family offices, such as technology (both as a risk factor and an opportunity), real estate and impact investing.
Events: One of the most gratifying aspects of covering family offices in Canada is the level of engagement our readership clearly has in learning, connecting and sharing best practices. (One proof point: the very active Canadian Family Offices LinkedIn community.) Next year, we will be exploring new ways to leverage and encourage that engagement through a series of online events around our Special Reports and other themes. The first of these, a joint production with Healthing.ca on mental health, is coming up in mid-January—we’ll be sharing more details soon.
As with other planners and plotters this time of year, our hope is that our performance in 2025 lives up to the lofty expectations we have of ourselves. As always, we will rely on readers to keep us honest and let us know how we are doing. Feedback, criticism (constructive, preferably) and ideas are welcome, and we look forward to hearing it regularly.
By the way, the best way to reach us at the moment is by email, at info@canadianfamilyoffices.com. In the coming weeks, we will be revisiting the paths for readers to connect with us to make doing so more convenient and efficient—another development to look forward to in 2025, although, admittedly, perhaps not the most dramatic.
—The Editors of Canadian Family Offices
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