People often ask who our clients are and where they come from. Looking down the list of our 60ish client families, about 50% percent are from entrepreneurial families. Some of them have sold their businesses and some of them still…
For the fifth consecutive year, the University of Toronto’s Rotman School of Management is once again pleased to offer the Rotman Family Wealth Management course. This three and a half day intensive program for family members and family office staff…
Authors Tom McCullough and Mark Haynes Daniell are pleased to introduce their new book: ‘Family Wealth Management: 7 Imperatives to Successful Investing in the New World Order’. It is published by John Wiley & Sons and is available on Amazon. In…