Tag

family business

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A painting of a woman's bottom half of her face

Why art should be part of estate planning

‘There is a growing realization that art collections are becoming more valuable over time and families are starting to take a more holistic view of their wealth overall’

August 14, 2026
Estate Planning

How Prem Watsa built a family business for the centuries: A one-on-one with David Thomas, author of ‘The Fairfax Way’

‘You add compassion to capitalism, and it becomes, in Prem’s way of thinking, the most efficient way of creating capital that sustains itself’

August 13, 2026
Video

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 1

In this two-part series, Thane Stenner explores family challenges ranging from succession and geopolitical risks to cybersecurity and philanthropy. In the process, he proves that proactive planning, candid conversations and coordinated advice are essential to preserving wealth across generations. This week: Worries 1-5. Next week: Worries 6-10.

August 13, 2026
Commentary, Member Content

Member Content by Stenner Wealth Partners+

Images of Amin Kanji, Colin Keddy and Andrew McQuiston, three family advisors who talk about what makes the third generation of wealthy families unique and different from first or second generation

The story arc of wealthy families, from the first to the third generation

How does Generation 3 differ from Generations 1 and 2? We ask the experts

August 11, 2026
Family Business, Fundamentals

Family matters: the issues that arise when helping kids financially

For families of significant wealth, the hardest parenting decisions are rarely about what they can afford

August 10, 2026
Commentary, Life & Family

An elderly executive watches a pile of cash burn, illustrating the danger of the third-generation curse resulting in a squandered family fortune

“Squandered” puts the spotlight on the risks and pitfalls of family succession

A new book by the team at Foster Family Office explores the strategies successful families can employ to avoid the third-generation curse of squandered wealth

August 6, 2026
Wealth

How the Bélisle family office is integrating AI into its processes

Claudie Bélisle-Desjardins discusses how she is integrating artificial intelligence into all aspects of family office processes, how this drives efficiency, and why getting up to speed on this technology now is key.

July 30, 2026
Member Content

Member Content by PBY Capital

What single-family offices should look for when hiring non-family members

When SFOs hire outside the family, strategic planning—and a clear understanding of the skills they need—is the place to start

July 23, 2026
Family Business, Fundamentals

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.’