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 can become more valuable to your financial life. Accountants are Busy The first thing to keep in mind when talking about how...
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. Threats faced by wealthy investors Cybersecurity We live in a world of many passwords and we share information with our professional advisors and bankers through e-mail and online portals constantly....
This post will list some best tax planning practices for Canadian cottage owners.
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 process.
