What can private foundations invest in? There are many different rules governing how private foundations can invest their capital. So, this post describes some of the basic principles that might guide a foundation’s investment strategy.
The purpose of wealth is not for buying things, the purpose of wealth is for buying time. When you have financial freedom, how will you spend your time?
Financial failure stalks wealthy families because most don’t have a wealth management process designed to protect their capital. This post describes a way of thinking that will protect your wealth and generate income from your investments to support your lifestyle.
This post will describe some key governance and documentation strategies to consider when planning for the succession of your Canadian private charitable foundation.
Private foundation governance is an important topic for families with multi-generational wealth. This post describes what a private foundation is and how responsibility can be transitioned to next generation family members.
Your family office is your most trusted advisor and who you rely on the most to provide you and your family with financial peace of mind.
As a successful entrepreneur, you probably have great instincts honed through years of experience. You’ve known the ups and downs of running a business and this has made you good at reading people and situations. How will your instincts contribute to the successful transition of your wealth to the next generation?
This post will explain why your financial legacy is more than just dollars and cents and outline how you can cement your legacy with a wealth management process.
This post will list some best tax planning practices for Canadian cottage owners.
This post will illustrate an example of how an investor re-positioned their portfolio to reflect their ESG values.
