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ultra high net worth

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‘So much wealth being created in this country’: Grayhawk’s Aurélie Jaclot

CEO leads ‘Version 2.0’ of Grayhawk, cultivating access to alternative investments and leveraging Sagard’s alt-asset resources

Successful people often find their social and emotional worlds shrinking, and that takes a toll on them and their families

Some Canadian families see trouble on the horizon and want to have options, says advisor David Lesperance

Canadian Family Offices sheds light on various schools of thought regarding this growing sector

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

How the wealthy and their advisors are coping with interest rates, pricey equities and that elusive economic downturn

Sophisticated financial hub with special links to Canada has come a long way from its sleepy beginnings in the 1960s

Isaacs is vice-president and portfolio manager at Richardson’s Family Office Wealth Counsel, for clients with $25 million-plus in assets

Changes include the income cut-off, alternative tax strategy, certain tax breaks and deductions, and rules on transferring a business to relatives

Three experts offer advice to enterprising families looking to sell a business