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wealth management

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A woman weighing her financial options on the computer.

Family offices needed a fintech solution. Simran Kang went out and built it.

As the global family office sector evolves, one of the most frequently mentioned needs is a modern tech platform that can keep pace with the complexity of intergenerational…

June 9, 2025
Special Reports, Technology 2025

Where have all the galas gone? Modern practicalities squeeze out the sparkle

Benefit invitations have slowed to a trickle amid societal disconnection, but some charities are still going all out

June 6, 2025
Philanthropy

A father and his daughter review their finances

How technology can help all generations in a single-family office engage, educate and unify

Research shows only 12 per cent of family businesses make it to the third generation—a number that drops to three per cent in the fourth generation. Among the…

June 6, 2025
Member Content

Member Content by PBY Capital

Illustration of older gentleman drowning in paper in his office.

Going paperless is still a dream—or dreaded nightmare—for many single-family offices

There’s nothing wrong with paper, but SFOs are facing growing pressures from inside and out to upgrade their technology

June 4, 2025
Fundamentals, Special Reports, Technology 2025

‘Mother of the DAF’ saw a need for no-fuss philanthropy

They were a tough sell in 2004, but Jo-Anne Ryan knew donor-advised funds were just what Canadian givers needed

May 30, 2025
Philanthropy

Video: Watch our panel on alternative investments

We gathered four experts to answer a few key questions about alts and the flow of investors into this asset class

May 28, 2025
Alternative Investments, Special Reports, Video, Wealth

Steady as she grows: Infrastructure investments ‘well insulated’ from market mayhem

Private projects provide stability even as the U.S. backs away from the asset class’s fastest growing sectors

May 26, 2025
Alternative Investments, Special Reports, Wealth

Four photos showing investment advisors Brian Madden, Mindy Mayman, Theresa Shutt and Robert Janson.

Warren Buffett is amassing cash, but Canadian FOs follow their own paths

Family offices are shifting away from U.S. equities and continuing to embrace alts and other unique investments

May 21, 2025
Alternative Investments, Special Reports, Wealth

Illustration of man dancing while money falls from the sky

The much-hyped ‘great wealth transfer’? Most will never see it

The dollar amounts are large, but inheritances will be concentrated among the top percentage of wealthy families

May 14, 2025
Estate Planning, Wealth

Why alternatives can be an answer to market volatility

Uncertainty and wild market swings are the new normal thanks to President Donald Trump’s global trade war. Philip Marion, Managing Director and Portfolio Manager at Foster & Associates, makes the case for alternatives as a way to de-risk and future-proof a portfolio.

May 13, 2025
Member Content

Member Content by Foster Family Office

Canadian Family Offices Newsletter