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Best Practices in your Family Office Macrocosm™

By: Nancy Marshal Macrocosm: noun, the whole of a complex structure, especially the world or the universe, contrasted with a small or representative part of it. [1] Prime Quadrant defines the Family Office Macrocosm™ as the ecosystem of methods and processes an...

Your Family’s Most Important Goals

By: Nancy Marshall What comes to mind when you hear, “Your family’s most important goals”? Since this is a multi-family office newsletter, you might be thinking along the lines of: “We want to grow and preserve our wealth for future...

Auditing Your Family Office Macrocosm™

By: Nancy Marshall In an earlier blog post, “Best Practices in your Family Office Macrocosm™”, we introduced the Macrocosm™, defined as the ecosystem of methods and processes an affluent family uses to manage their affairs.  In that post, we outlined some of the Best...

Governance and the Family Enterprise

Written by: Nancy Marshall Did you know that approximately 63% of all private sector firms in Canada are family-owned and that these family businesses account for about 50% of our GDP?(1) With statistics like these, it is obvious why there are many discussions around...
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