Rethinking the Priority of Spiritual Capital in the Modern Family Office By Mo Lidsky and Sylvia Solit Executive Summary In an era where wealth is abundant but genuine connection is scarce, affluent families and family offices are awakening to the need to shift their...
Written by: Jake Darlington They say beauty is in the eye of the beholder, and for Canadian investors, this is One, Big, Ugly Bill. Last Thursday, a sweeping tax and spending bill dubbed the “One, Big, Beautiful Bill” narrowly passed...
Written by: Alex Da Costa “Boy, that escalated quickly!” This unforgettable line from the hilarious “Anchorman” springs to mind as we observe the unfolding tariff war initiated by the new US administration. For those who haven’t seen the film and are in need of some...
As the polls predicted, Canada heads into a Liberal minority government. That means the UHNW landscape won’t just shift. It will swirl in uncertainty. With a minority, no bill gets passed without horse-trading. For affluent families and family offices, this introduces...
Written by: Terry Vaughan & Mo LidskyPublished on: March 18, 2025 Protectionism is not new – threats to Canadian sovereignty are Protectionism and tariffs have been relatively common over the past several decades. A lot has been written about the negative...
By: Dijana EbachPublished on: March 8th, 2025 In today’s ever-changing financial world, understanding money matters is more important than ever for women. Looking ahead, it’s exciting to see that by 2030, women are expected to control an incredible $30...
Recent Comments