Family offices step up to help with complex, private and worrisome health issues
Often working behind the scenes, they can coordinate health care at home or medical needs abroad.
Flush with cash, former business owners stumble out of the gate
Newly wealthy entrepreneurs can feel invincible and face pressure to re-create past success. But they are prone to making mistakes.
Running a family business? Healthy balance can be hard to find
Hard-working business owners face challenges in finding work-life balance.
A growing sophistication as Canadian family offices head into 2022
Five experts weigh in on the changing state of Canada's family offices.
Time to set fire to ‘shirtsleeves’ adage about family wealth, advisors say
Axiom predicting wealthy families are bound to go broke by third generation is flawed and even harmful.
Tempted to discuss estate planning over this holiday family get-together?
Parents, relatives, even children or siblings may not appreciate even a well-meaning stab at the topic this holiday.
Mountains of financial data a growing problem for family advisors
‘I’ve met families who have extensive investment portfolios … all managed in a three-ring binder’.
What better expert in family offices than someone who custom-designs them?
Carolyn Cole’s experiences as trusted advisor, parent and service provider make her a go-to consultant in the industry.
It’s difficult, but taking the high road in divorce can pay off
Here are some very good reasons to stick to the high road; for one, consider what the children will remember.
Shareholders-in-waiting need to know things, even if they ruffle family feathers
Future inheritors are often unprepared for their ultimate responsibilities, so here are five questions to ask now.