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Highlights from our 2024 Canadian multi-family office survey

Exploring the characteristics, asset allocations and top concerns for Canadian MFOs

January 15, 2025
Fundamentals

Illustration of a businessman confronted by a mountain of paperwork.

Increase in unsolicited investment pitches a challenge for family office CIOs

Family offices historically invest by referral, but that’s changing as the number of pitches expands, writes Dan Riverso

January 12, 2025
Wealth

Canadian Family Offices and Healthing.ca to host expert panel on success and mental health

Join us on Jan. 17 for a conversation about wellness, wealth, success and stigma

January 10, 2025
Life & Family

$130m in equity financing from Sixth Street gives tech co-founder Derek Ball an edge

Canadian entrepreneur started e-commerce firm atVenu after falling in love with the concert scene at a young age

January 8, 2025
Wealth

Claudine Blondin Bronfman and Stephen Bronfman (grandson of Samuel Bronfman, of Seagram’s fame) created the Claudine and Stephen Bronfman Family Foundation, which supports a variety of local, national and international programs with an emphasis on creating and innovating.

The most popular articles of 2024 on Canadian Family Offices (Part 1)

From rewarding investments to enduring philanthropy to family office CEOs, here are a few of our most-read themes for 2024

December 27, 2024
Fundamentals

Cultivating a culture of giving amid the $1 trillion wealth transfer

How high-net-worth families can help guide younger generations in philanthropy

December 20, 2024
Member Content

Member Content by PearTree Canada

Cancer survivor Patrick Keeley brings holistic health to forefront at Seven Hills

Diagnosis forced him to confront an often-ignored truth in the financial industry: Wealth means little without health

December 18, 2024
Wealth

Photos of Claire Van Wyk-Allan, Robert Janson, Greg Nott and Yan Li.

Outlook 2025: Execs are ‘rosy on the world of alts’ despite a mixed year

Real estate, private equity, infrastructure and private debt are expected to outperform public markets in 2025

December 17, 2024
Outlook 2025, Wealth

Citi’s Nancy Bertrand on year-end optimism: ‘We are overweight equities’

Head of Citi Private Bank in Canada talks about advising first-gen immigrants and her affinity for their work ethic

December 10, 2024
Wealth

Illustration of executive looking at stormy sea

Outlook 2025: Investing strategies to navigate a volatile new year

From taxes and deregulation to Trump tariffs and the spectre of inflation, 2025 could present a delicate dance between opportunity and risk for family offices

December 9, 2024
Outlook 2025, Wealth

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