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The wealth management industry has become increasingly sophisticated when selling us financial services. They come up with “holistic solutions” to our financial “problems” and tap into our emotions in an effort convince us to pay them. The truth is, like…
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Do you need a family office?
Essentially, a family office is like your personal CFO. A family office does all the tasks that your accountant, your investment advisors, your lawyer, and your bankers won’t do. My clients tell me I’m like their Consigliere. A consigliere is…
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Making Impact Investments
Impact investing seeks to achieve certain social and environmental goals as the primary reason for making an investment. Impact investors oftentimes sacrifice economic profit and liquidity in favour of achieving the investment’s non-economic goals. This post describes what impact investing…
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Getting the Best from Your Accountants
Accountants can be valuable members of your financial team, but wealthy investors often get frustrated by their accountants or don’t use them to their full potential. This post offers some ideas about how to work with your accountants so they…
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5 Threats Wealthy Investors Face and How to Overcome Them
Wealthy investors have many of the same fears as everyone else, the stakes are just higher when you’re rich. This post describes five common threats wealthy investors face and how to combat them. Cybersecurity We live in a world of…
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Updating your Will & Estate Plans
Everyone should have an up to date will & estate plan. If your estate is simple, its easy to write a basic holograph will or consult with a neighbourhood lawyer. But when you’re wealthy its important to ensure your estate…
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Succession Planning for Family Foundations
This post will describe some key governance and documentation strategies to consider when planning for the succession of your Canadian private charitable foundation.
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Private Foundation Governance
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. Legal Definitions Private foundations can issue tax receipts for…
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What a Family Office Does
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.
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Not Just Money
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.