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due diligence

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family office scam fraud cyber

Family offices particularly vulnerable as fake deals and scams multiply

Global conflicts and economic pressures give rise to fraud and spin, especially via personal connections, says Tobias Jaeger

June 24, 2024
Fundamentals

Placeholder image for Canadian Family Offices.

Beware of deal-killers: Six common due-diligence pitfalls

Thorough risk management provides higher confidence in agreements and can protect your family office or business, writes Tobias Jaeger

June 28, 2023
Commentary

Wealthica Montreal tech

Four made-in-Canada tools for the growing family office

These services and platforms can empower advisors and clients when spreadsheets are no longer enough

May 31, 2023
Fundamentals

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