Tag

wealth advisor

Stories continue below

Back in 1995, pioneer Marvin J. Schmidt handpicked his first family office team

Today, Edmonton wealth advisor is a big believer in giving back, putting philanthropy front-and-centre in client relationships

Shining a light on opportunity amid disruption, three-day sessions are directed at enterprising families and advisors

Partner at Fruitman Kates on the benefits of an accounting background in serving his UHNW clients who have $100 million-plus

There are only about 50 skilled ‘personal CFOs’ in family offices and other UNHW spaces in Canada, one expert estimates

New book sets aside earlier negativity, offers roadmap for thoughtful evolution of financial advisory role

These works inspire empathy, creativity and open-mindedness, as well as a little fun

These tomes, both new and classic, helped them build on their careers and make sense of the world

Family offices and other wealth advisors face a spider’s web of regulations and compliance obligations

Developing and putting emotional intelligence to work with clients is where the advisory field is headed

His boutique firm specializes in business transitions, family offices and improving business performance