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Effective family office governance within a family office is often discussed in terms of structures like family meetings, boards, and advisory committees. But, before choosing any formal structure, wealthy families must define who is included, what matters to them, and…
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Planned Giving at Family Offices
Planned giving conversations are different when you’re engaging with a family office. For fundraisers, especially those focused on legacy giving, the opportunity is significant. But so is the need to understand how these families think, operate, and make decisions. At…
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Navigating A Family Office: Service Provider’s Perspective
Working with a family office can feel very different from dealing directly with an individual investor or donor. For investment managers, advisors, fund sponsors, and even fundraisers at charities, the experience is often more structured, less personal in the traditional…
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Life Insurance as a Strategic Asset for Real Estate Investors
Imagine a typical investor: 10 properties, a mix of residential and perhaps a small commercial building, generating steady income but requiring ongoing attention. On paper, they’re wealthy. In practice, most of that wealth cannot be accessed. Rather than relying solely…
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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,…
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When Successful Investors Stop Doing Their Own Bookkeeping
Many successful investors spend decades building businesses, managing investments, and handling the administrative details of their financial life themselves. In the early years, that approach makes perfect sense. The systems are simple, the number of accounts is manageable, and doing…
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Does Wealth Management Get Better with Age?
Experience carries enormous weight in the world of wealth management. Clients often assume that someone who has worked with money for forty or fifty years must naturally be better at it. After all, long careers bring experience, pattern recognition, and…
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Losing Control of Wealth
We often assume that wealth automatically brings control. If someone has accumulated meaningful assets such as investment portfolios, holding companies, trusts, or even a family foundation, it seems logical that they’re firmly in charge of their financial life. Surprisingly in…
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How I Resist My Investing Urges
Recognizing our behavioural biases is one of the most powerful ways investors can improve their long-term results. However, this is often easier said than done. Each investor is a different person, a real human being with personal emotions. Some struggle…
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The Truth about Financial Advisor Incentives
Most families assume that financial advice is embedded in the services they receive. They see reporting, transactions, implementation, and assume that judgment is included in the fee. The industry’s compensation structure often tells a different story. And even for firms…