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family offices in canada

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A growing sophistication as Canadian family offices head into 2022

Five experts weigh in on the changing state of Canada’s family offices

Conflicts of interest, need for privacy can drive and inform a difficult decision

We asked leaders to point out pitfalls that can harm the client relationship

Deciding on principles and values can hold multiple generations in good stead during pivotal moments

Liquidity brought by expanding private equity is putting family offices at inflection point, says Ed Giacomelli

Easy-to-measure factors don’t cut it. It’s the intangibles that spell success or failure

They co-ordinate with experts in real estate, business and even the best schools for the kids

They sometimes work with legacy managers, but establishing a broader, family-level strategy is their goal

Start small by talking with adult children about maintenance, then move on to money and responsibility

Expertise on wealth, business, family and other topics of interest to ultra-high-net-worth Canadians, and how family offices can help