Tag

philanthropy

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Spirited panel explores opportunities and challenges of working in a multi-family office

‘Families don’t expect you to have every single answer to every single question, but they expect that you know them, to understand them beyond their preferences for investments’

September 28, 2026
Commentary, Member Content

Member Content by PBY Capital

Inside opportunistic credit: A Q&A with Pender’s Parul Garg

‘The possibility of a restructuring does not automatically tell us a company is doomed. It tells us there is a situation we need to analyze on its merits’ 

September 17, 2026
Fundamentals, Member Content

Member Content by PenderFund Capital Management Ltd.

A visual of wealth being directed toward nonprofit initiatives, supporting education, healthcare, and social justice programs, representing the importance of philanthropy planning for wealthy families and family offices

The Ten Domains of Family Wealth, Part 3: Social Impact and Philanthropy

At the intersection of ‘hard’ and ‘soft’ advisory services, advisors who support family giving initiatives are navigating a changing landscape

September 10, 2026
Fundamentals, Philanthropy

Video: Where Thane Stenner would invest $100 million

‘The good news is there’s a lot of opportunities, but they’re just not in the traditional U.S. market right now’

September 4, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

A group of people gathered and holding one heart

The benefits of planned philanthropy: giving families the time and opportunity to think bigger

When families approach philanthropy with the same care they devote to investing and succession planning, the rewards go well beyond tax benefits

August 28, 2026
Philanthropy

A philanthropic model that works: Upside Foundation

‘Family offices have an important role to play because many advise entrepreneurs before major liquidity events’

August 24, 2026
Philanthropy

Photo compilation of Sharilyn Hale and Keith Sjogren, two philanthropy experts who say that the lack of knowledge about high-net-worth Canadians and their giving practices is a major deficit for HNW philanthropists and charities

Mind the gap: Philanthropy and Canada’s high-net-worth data deficit

HNW Canadians shoulder a huge proportion of charitable donations. Why don’t we know more about them?

August 18, 2026
Commentary, Philanthropy, Summer Wealth Special Report

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 2

In this two-part series, Thane Stenner explores family challenges ranging from succession and geopolitical risks to cybersecurity and philanthropy. In the process, he proves that proactive planning, candid conversations and coordinated advice are essential to preserving wealth across generations. This week: Worries 6-10. Last week: Worries 1-5

August 18, 2026
Fundamentals, Member Content

Member Content by Stenner Wealth Partners+

How Prem Watsa built a family business for the centuries: A one-on-one with David Thomas, author of ‘The Fairfax Way’

‘You add compassion to capitalism, and it becomes, in Prem’s way of thinking, the most efficient way of creating capital that sustains itself’

August 13, 2026
Video

More trust planning opportunities exist in the U.S. for wealthy families

It’s essential to do estate planning in the jurisdiction where you have your assets—and that will lead to multiple sets of extremely important documents

July 30, 2026
Estate Planning

Canadian Family Offices Newsletter