Tag

sudden wealth

Stories continue below

family office Northwood Toronto wealth management

So you just won the lottery: Advice from a family office

After helping multiple winners navigate, Andrew Jeffery offers a comprehensive plan, and a few words of advice

September 18, 2024
Commentary

wealth newly wealthy

First instinct after becoming wealthy: Hide it from friends

Jennifer Risher talks about her liquidity event and how sudden wealth affected her friendships and personal stewardship

January 31, 2024
Commentary

money dysfunction

Money-related disorders are proof that wealth can’t fix everything

Disorders occur at all income levels, but some are more likely among wealthy people, and plentiful money can mask and magnify the problem

June 24, 2022
Commentary

Tom McCullough family office

Who needs a family office? Newfound liquidity, changes in life lead people to seek help

Many families have years of experience managing a complex business but little knowledge about managing liquid wealth

July 15, 2021
Commentary

Advertisement