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HNW families

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A photo collage of, from left, Karlee Vukets, Carolyn Cole and Jamie Golombek.

Giving money as a gift? Here are the who, how and tax considerations

There are many things to consider when giving a financial gift, including the emotions that can go along with it

December 15, 2023
Life & Family

Photo of an iphone

Why well-to-do families should be less shy about using social media

Under-the-radar people can miss financial opportunities and the chance to build trust, showcase good works

April 18, 2023
Life & Family

Documentarian brings cinematic approach to telling family stories

Sharing legacies on film can help family members connect across the generations

January 31, 2022
Life & Family

A growing sophistication as Canadian family offices head into 2022

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

January 19, 2022
Fundamentals

Six more Canadian family-office leaders and the books that inspired them

Executives recommend books that engaged them and guided their careers

December 27, 2021
Fundamentals

Placeholder image for Canadian Family Offices.

Are the benefits of private equity a mirage?

While recent research finds that the touted benefits of PE fall short of their billing, investors can still benefit from exposure

December 22, 2021
Wealth

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