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When people hear ‘impact investing,’ they often think of philanthropy with a financial twist. But it’s more than that. Impact investments are about investing with intention—aligning your money with your values while still expecting solid financial returns. So, what really…
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Managing Multiple Investment Managers: Best Practices for Efficiency and Clarity
Diversification with Purpose Diversifying your portfolio by asset class and investment manager is a sound strategy. It spreads risk and provides exposure to various management styles and market perspectives. However, many investors inadvertently over-diversify within the same asset class. For…
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What Role Does Technology Play in Your Wealth Management?
Technology is reshaping the way family offices operate, streamlining financial management, enhancing security, and improving decision-making. But what role does technology play in your wealth management? Not everyone embraces digital transformation at the same pace. And, some family members may…
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Managing Capital Calls: Best Practices for Family Offices
Family offices investing in private equity and venture capital must navigate the complexities of capital calls. From maintaining liquidity to ensuring accurate reporting, timely execution requires careful planning and strong operational processes. This guide covers key strategies to streamline capital…
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Your Wealth, Your Values
At Markdale Financial Management, we understand the importance of aligning your investments with your philanthropic and personal values. Our family office offers a comprehensive approach to managing wealth that ensures your financial strategies reflect your ethical principles and charitable goals.…
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How Do I Stay Involved While Stepping Back?
Transitioning wealth to the next generation is key to your financial legacy. But, staying involved in your family wealth while “stepping back” doesn’t mean losing control—it means having a more strategic role. Reducing administrative burden allows you to focus your…
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Top 10 Reports Our Clients Are Using Right Now
Understanding how to evaluate your portfolio and make informed decisions requires access to the right tools. Below, we highlight the top 10 reports that our clients rely on, from evaluating manager performance to understanding asset allocations. Each report provides critical…
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Customized Reports Tailored to Your Specific Needs
If you regularly report to SHARE Canada, you’re familiar with their specific requirements for a detailed list of holdings, including security ISINs and quantities. This post describes how we leverage Addepar to create customized reports tailored to investors with shareholder…
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Modern Wealth Management: Bridging Generations, Values, and Technology
Wealthy families are facing complex challenges that span generations. Whether it’s transitioning from traditional methods to modern digital systems, aligning portfolios with contemporary values, or navigating the emotional side of wealth transfer. These challenges often involve more than just financial…
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How Much Cash Should Be in Your Portfolio?
How Much Cash Should Be in Your Portfolio? If I told you your portfolio grew from $40 million to $140 million over the past decade, you might immediately feel a sense of satisfaction. After all, that’s remarkable growth by any…