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family offices

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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

Rethinking real estate: How family offices are looking at property strategies in a new light

More investors are embracing opportunities outside traditional markets and seeking experienced partners for support

July 27, 2026
Member Content

Member Content by Equiton

An example of a Smilezone Foundation space

How Smilezone, led by ex-NHLer Adam Graves and Scott Bachly, helps 400,000 kids across Canada each year

Building more cheerful spaces in heathcare facilities is a way ‘to do something tangible and tactile that we know is impacting kids every day’

July 22, 2026
Philanthropy

A montage of images showing (clockwise from top left) Singapore, Panama City, Lisbon and New Zealand, four of the 10 destinations for wealth migration discussed in this article.

Wealth migration is accelerating. Here’s where the rich are moving.

From Costa Rica and Panama to Singapore and New Zealand, these 10 countries are prime destinations for ultra-wealthy migrants

July 21, 2026
Fundamentals, Summer Wealth Special Report

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.’

July 21, 2026
Member Content, The Next Gen

Member Content by Stenner Wealth Partners+

In B.C., the rules for common law and wills pose special challenges for estate planning

‘Every situation is unique, but planning is ultimately about ensuring that a large portion of family wealth does not pass outside of direct descendants’

July 20, 2026
Estate Planning

Montage photo of Cameron Clark, Jill Renton and Barb Schimnovsky, three family advisors who speak about what makes third-generation family members distinct from their forebears.

10 things family office advisors need to know about today’s Gen 3 clients

Young third-generation heirs to wealth are tech-savvy, health-conscious, globally connected and eager to make a difference

July 17, 2026
Family Business, Fundamentals

Closing the generational happiness gap through purpose

‘Skilled advisors can help families pass down their wealth to many generations. With an awareness of the happiness gap, they can help them pass down a sense of well-being too.’

July 16, 2026
Commentary

Photo of an elderly couple consulting an advisor about their estate, illustrating the importance of open communication about death and dying for family office advisors

How to talk about death and dying—before it’s too late

Estate planning is about more than documents and strategies. It’s also about hard conversations

July 15, 2026
Estate Planning

A Canadian flag and a graph of market moves, illustrating the upcoming launch of prediction markets in Canada. They are controversial despite their popularity, and some experts say they are more like gambling than investing.

Prediction markets are coming to Canada, but at what cost?

Their impact on the family office space is to be determined, but Canadians are skeptical—and younger investors in particular may be at risk

July 13, 2026
Fundamentals

Canadian Family Offices Newsletter