Opinion

The gifting considerations of Canadian ultra-high-net-worth families

How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations

The gifting considerations of Canadian ultra-high-net-worth families

Building your practice: A step-by-step playbook for advisor emergency and retirement exit planning

A well-organized transition process provides peace of mind to clients, successors and exiting advisors

Building your practice: A step-by-step playbook for advisor emergency and retirement exit planning

Friends, clients and rule breakers

How do you separate business time from personal time without offending anyone?

Friends, clients and rule breakers

Top concerns of multi-family office clients

Family office expert provides an overview of the top challenges faced when seeking to add value to the lives of clients

Top concerns of multi-family office clients

Taking the lead in post-pandemic HNW networking

How advisors can take advantage of the re-opening and connect with HNW prospects

Taking the lead in post-pandemic HNW networking

The multi-family office – services and expertise

Family office expert explores how these organizations support the success of their clients well beyond wealth management

The multi-family office – services and expertise