In recent days, I have been seeing more and more families who are accumulating significant amounts of capital, selling businesses, experiencing family changes, and getting older. Many are beginning to think about whether a family office now makes sense for…
In his best-selling book Start with Why, author Simon Sinek studied the leaders and companies who've had the greatest influence in the world. He discovered that they all think, act, and communicate in the same way - and it's often…
The UHNW Institute is an ultra-high-net-worth and family office education initiative. It operates as a non-profit, independent ‘think tank’, publishing and curating exceptional thought leadership content relating to UHNW families, family offices, their advisors and the industry. The founders and…
Sometimes, when we sit down to compile our quarterly reading list, it can be a challenge to remember the significant political and economic events that occurred in the past three months. The second quarter of 2020 was most decidedly not…
Two friends are out camping. They hear a cry for help and rush into a fast-flowing stream to save a drowning child… only to see another struggling child drift by… and then another, and another. As one of the campers…
The word “unprecedented” has been getting an awful lot of use recently... and appropriately so. In just the last seven days we’ve observed a truly remarkable series of events: Countries imposed drastic measures to limit the international and domestic spread…
Over the last few weeks, financial news has been awash in stories about the CoViD-19 pandemic’s growing impacts on people, businesses, and entire economies. We’ve witnessed a startling crash in the price of oil, massive swings in global equities and…
When a new or prospective client first meets with us, they often ask: What should my asset mix be? Is now a good time to invest? Which managers do you recommend? What about passive investing options? What tax planning opportunities…
Join me May 21-24, 2020 for the University of Toronto Rotman School of Management's annual 3 1/2-day Family Wealth Management program. Learn the key frameworks for successful wealth management, including how to avoid common mistakes. This program is designed for…
It’s 2020 - the beginning of not only a new year, but a new decade. The last decade was a tumultuous one geopolitically, but a successful one for investors. And much better than the previous decade which featured both the…
