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Canadian family offices

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Canadian Family Offices launches first annual survey of MFOs

Our goal is a clearer look at multi-family offices, to produce more informative content and serve the advisory community as well

Since 2021, we have aimed to become a trusted resource for enterprising families, wealthy investors and advisors across the country

We’ve made additions to our tally of multi-family offices across the country, as compiled by Canadian Family Offices

Third-generation Lauren Jones-Davies heads the family’s Daymark Foundation: ‘Mental health is still not funded at the necessary levels.’

Isaacs is vice-president and portfolio manager at Richardson’s Family Office Wealth Counsel, for clients with $25 million-plus in assets

‘The biggest pressure I felt was to not harm the goodwill my parents had created, and hopefully build on it.’

Changes include the income cut-off, alternative tax strategy, certain tax breaks and deductions, and rules on transferring a business to relatives

Older generations, especially business founders who struggled to succeed, may not agree with next-generation members of the family about therapy

Many in the family behind Toronto-based Henry’s national digital image company live with mental illness so they created a foundation to help others

Three experts offer advice to enterprising families looking to sell a business