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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.
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Creating an ESG Portfolio
This post will illustrate an example of how an investor re-positioned their portfolio to reflect their ESG values.
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Family Mission Statements
For ultra-high net-worth families, the burden of preserving and transferring wealth to future generations is one of life’s greatest challenges. This post describes how to define your family values and create a mission statement that will guide your wealth management…
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Your Investment Policy Statement
An Investment Policy Statement is a written document that describes the strategy for an investment portfolio. This post will introduce you its importance.