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The term “family office” used to mean something quite specific: the organized people, processes, records, reporting, and decision-making structure that helped a wealthy family manage the complexity of its financial life. A family office was not simply an investment strategy,…
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How Family Offices Benefit from an Addepar Reporting Service
Family office investors often face a surprisingly basic problem: they don’t always have a clear, consolidated view of what they own. Assets may be spread across personal accounts, holding companies, trusts, registered accounts, charitable foundations, privately held investments, custodians, bank…
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Charitable Donations and Holdcos: Beat the Last-Minute Rush
Are you leveraging the full tax benefits of your family foundation or DAF to make the greatest philanthropic impact? Many wealthy Canadian investors have holding companies and family foundations. Over the course of a generation, some investments have accumulated large…
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Measuring Portfolio Carbon Emissions: Turning ESG Intentions Into Reportable Results
Many ESG investors want to know whether their investment decisions are actually making a difference. It’s one thing to say that a portfolio is values-aligned, fossil-fuel-reduced, or lower-carbon. It’s another thing to measure the impact in a disciplined way. For…
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How Family Office Investors Can Leverage Values-Aligned Indexing
The data is clear, and the debate is largely settled: indexing and passive investing are on the rise for very good reason. Most active managers fail to beat their passive benchmarks. When investors also consider fees being paid, the underperformance…
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Updating Our Privacy Policy: Considering AI Tools
Much of our work involves organizing, validating, and reporting on complex financial information for the families we serve. We gather data from investment statements, custodians, accounting records, spreadsheets, manager reports, and other client documents, then turn that information into clear…
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Beyond the Balance Sheet: Who We Serve (and why)
Family Office Wealth Management
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Why Your Private Equity Returns Don’t Match the Fund Statements
It’s a scenario every private equity fund investor faces. You compare your own return calculations to the official statement stamped with the fund company’s logo, and notice the numbers don’t match. Sometimes, they aren’t even close. Naturally, the knee-jerk reaction…
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Family Office Governance That Works
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…