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wealth management

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Illustration of an executive wondering whether to sign, representing the challenges a family office may face when deciding whether to register as a portfolio manager

Does your family office need to register as a portfolio manager? The answer isn’t always clear-cut

‘The family office label alone doesn’t answer the registration question. Much depends on whom the office serves and what it is actually doing’

4 days ago
Fundamentals

Thane Stenner: U.S. equities are in ‘thin air’—and that creates opportunities

‘One of the more useful features of a lopsided market is that it tends to make the neglected corners genuinely cheap’

5 days ago
Commentary, Member Content

Member Content by Stenner Wealth Partners+

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.

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+

The Founder Discount: Why being indispensable can cost you millions

‘The founder hasn’t become the problem. The business has simply become too dependent on the person who built it’

September 3, 2026
Commentary

A futuristic woman thinking about wellness

The Ten Domains of Family Wealth, Part 2: Health and Well-Being

According to the comprehensive framework from the UHNW Institute, asking leading questions helps clients address family worries through financial planning

September 2, 2026
Fundamentals

For founders, retirement is about more than walking away

‘Retirement works best when it is not framed as an ending, but as a transition into another meaningful chapter’

August 31, 2026
Commentary

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