Search for Topics
-
Private foundations are a popular avenue for many high net worth individuals who want to actualize their philanthropic ambitions. In Canada, we have over 6,000 registered private foundations and many more donor advised fund (“DAF”) accounts. But, while setting up…
-
Simplicity and Success: The Power of Buy-and-Hold
In the ever-evolving world of investment strategies, it’s easy to get lost amidst the myriad of complex theories and tactics touted by experts. Yet, time and again, history has shown that there’s profound strength in foundational principles. At the heart…
-
Mastering Wealth Stewardship: Strategies for Success
We’ve all come across the adage, “With great wealth comes great responsibility”. It’s not just a throwaway phrase but carries profound wisdom, especially for those who have been fortunate enough to accumulate substantial assets. Successful wealth stewardship is challenging. So,…
-
ESG Dividend Model Portfolio: Align Values with Long-Term Goals
Today, there’s frequently a demand for investment strategies that align with an investor’s values, financial goals, and risk tolerance. As Environmental, Social, and Governance (ESG) considerations become more prominent, so does the idea of blending these considerations with historically lucrative…
-
Kenvue Post-Spin-Off: Strategic Insights for Investors
With Johnson & Johnson’s recent announcement about spinning off a significant portion of its stake in Kenvue, investors find themselves at a pivotal crossroads. This strategic move marks a major shift in the corporate landscape, offering both opportunities and challenges…
-
Buy-And-Hold Investing: A Forever Strategy?
In the era of digital trading platforms and zero-commission brokers, investors have never had it easier. With tools at our fingertips and little to no fees, we have the luxury of making stock market investments efficiently. However, with all these…
-
From Entrepreneur to Investor: Navigating the Transition
Congratulations! You’ve successfully sold your business. As you close one chapter of your entrepreneurial journey, a new horizon emerges: the world of wealth management and investment. Transitioning from an active business role to managing an investment portfolio is a distinct…
-
Consolidated Reporting: Empowering Wealthy Investors
Family offices, serving high net-worth families and individuals, have long grappled with the challenge of reporting assets and investments in a cohesive and efficient manner. As financial landscapes grow more complex and diverse, the need for a comprehensive approach to…
-
Top Software Solutions for Family Office Reporting
Family offices manage complex investment portfolios and financial affairs for wealthy families in wealth management. As assets grow and investment strategies diversify, the need for accurate and comprehensive consolidated reporting becomes increasingly crucial. This blog post will delve into the…
-
Consolidated Reporting: Moving Beyond Excel
For many family offices, Excel has been the go-to tool for creating consolidated reports due to its customization, accessibility, and cost-effectiveness. However, as the complexity of investment portfolios grows, family offices often encounter challenges related to data integrity, analytics, and…