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alternative investment

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Liquid vs. illiquid: Finding the perfect asset balance for enterprising families

Many businesses families have most of their wealth tied up in illiquid assets, whether it’s the buildings in which they operate or their holding company. “All the risk…

September 3, 2024
Wealth

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

CAASA co-founder James Burron: “In a sophisticated area like alt investment, you have to keep talking with people and be patient. ... It’s not necessarily a 15-minute sale. It could take two years.”

‘Keep talking with people and be patient’: Head of CAASA on deal-making

James Burron on how he co-founded Toronto-based Canadian Association of Alternative Strategies and Assets (CAASA) and what members seek

May 15, 2024
Wealth

Six finance pros share contents of their portfolios

Investment professionals from Canada and around the world open up books and share their picks

April 29, 2024
Wealth

Max Fortmuller, head of Calgary-based Vesta Wealth Partners Ltd. and president of the Vesta Family Office: “‘It is very unique growing up in a world where your previous generation has had many successes. There is a level of expectation, responsibility and a history that comes with being born into the family.

Retired bull rider from the Bahlsen cookie family now runs single family office

‘Are you trying to do the same things as they did in previous generations, or … the best thing for the company in this day and age?’

October 4, 2023
Family Business

Canadian Family Offices Newsletter