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HNW

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Photos of Claire Sutton, Lucy Ryan and Nancy Marshall

What do women bring to the family office? Emotional intelligence, for one

By their very nature, women have an edge in the family office space, say three family advisors

5 days ago
Fundamentals, Women in family offices

An advisor’s headache: Clients whose lawns are in better shape than their estate plans

‘It’s very challenging to try to deal with someone who really should have done this 10 or 15 years ago,’ says lawyer Margaret O’Sullivan

6 days ago
Estate Planning

31 podcasts recommended by family office executives and advisors

Some fans tune in for investment trends, market insights or client strategies, others seek to unwind

March 11, 2025
Fundamentals

Explore the vibrant world of nighttime technology as a woman engages with her colorful laptop display

Video: Forthlane’s Martha Simmons explores how to navigate the family office space

And why it’s essential to keep up with the changing landscape

March 6, 2025
Special Reports, Women in family offices

March 8 women stand together for International Women's Day.

Women in family offices: a special report throughout March

A look at why women are taking a bigger seat at the table in family offices and what the numbers say

March 3, 2025
Special Reports

The American flag and stock market charts in the background, double exposure photography, abstract expressionism Generative AI, Thane Stenner explains why now may be a good time to rebalance portfolios

Is your family office’s current asset mix too exposed to U.S. markets?

Fact: Strategic asset allocation drives between 85 and 92 per cent of mid- to longer-term investment performance

February 27, 2025
Member Content

Member Content by Stenner Wealth Partners+

Photos of Chris Foster, Martha Simmons and Don Steele

Is your family office doing a good job? A few metrics to consider

Pleasing clients is tops, but Canadian FOs also need to find ways to stand out in an increasingly competitive marketplace

February 19, 2025
Fundamentals

Years at Michael Dell’s family office were ‘investing nirvana’ for Desmond Kingsford

The Canadian portfolio manager honed his skills in Europe before returning home and building his own firm

February 18, 2025
Wealth

The changing face of philanthropy panel hosted by Canadian Family Offices on Feb 21 and the picture is of the five panelists and the moderator

The changing face of philanthropy—an expert panel on Feb. 21

Join Canadian Family Offices on February 21 for our online panel discussion about the state of giving in Canada

February 18, 2025
Philanthropy 2025

Are you ‘truly’ in sync with your in-house and external professional SFO advisors?

How Stenner Wealth Partners+ uses the world-leading Financial DNA Personality Survey tool to match advisors to clients, with the purpose of delivering an exceptional customer experience and driving performance.

February 4, 2025
Member Content

Member Content by Stenner Wealth Partners+

Canadian Family Offices Newsletter