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family succession planning

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Photo of Sarah Bull

Why you need to talk to the kids about wealth—and four good ways to do it

When it comes to money and children, don’t-ask-don’t-tell is rarely an advisable policy

October 1, 2024
Life & Family

Photo of Karen Flavelle

What it took to take over Purdys Chocolatier

Karen Flavelle wanted to work at the family business, but first she had to convince her father

September 25, 2024
Family Business

Placeholder image for Canadian Family Offices.

Advisors can stand apart by helping clients groom the next family leaders

Some families might welcome the resources needed to undertake the next generational transition

February 22, 2022
Commentary

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