Category: Uncategorized
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How We Help Founders with Newfound Liquidity
Many entrepreneurs spend decades building a business or a real estate portfolio. Their expertise is deep, practical, and hard-earned. But when the day finally comes to sell, whether it’s a company, a commercial property, or an entire real estate portfolio, something changes overnight. Instead of operational decisions, you now become the steward of a large
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Growing Up Wealthy: Learning to Spend with Intention
Growing up around wealth profoundly shapes how spending feels. For many heirs and wealthy adult inheritors, spending what others earn in a year during a single month doesn’t register as reckless or indulgent, it simply feels normal. When high spending is modeled from an early age, it becomes the default setting, not a conscious choice.
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How Canadian Family Foundations Manage Their Investment Portfolios
Across Canada, family foundations take many forms—from small, entrepreneur-led charities to large, multi-generational organizations with dedicated staff and professional advisors. How these foundations manage their investment portfolios can vary dramatically, depending on their size, history, and governance structure. Below are some of the most common approaches used by family foundations today, along with the strengths
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Are Market-Neutral Funds a Good Investment?
Should a market-neutral fund be part of your investment portfolio? The answer depends on your investment objectives, risk tolerance, and portfolio management style. But, while most investors should avoid market-neutral funds, others may think that market-neutral funds are a good way to achieve the best risk to return trade-off. This post will discuss some theoretical