Resources / Bluepapers

The following is a selection of white papers on private wealth management and other topics of interest to our clients, prospective clients and professional advisors.



Family Security & Social Media: Protecting your family from security gaps in social media
Tom McCullough and Daniel Moulton
April 2011

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Risk and the Role of a Family Office: What entrepreneurs and senior executives need to know
Tom McCullough
Nov 2010

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The Shoemaker's Children: Why smart, successful professionals can benefit from a family office
Tom McCullough
May 2010

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Canadian Citizenship: The wealthy global family’s safe and tax-efficient alternative
Tom McCullough, Scott Hayman, Jonathan Garbutt, David Lesperance
October 2009

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