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...
By: Deborah Lee Chang “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the...
“Don’t let the tax tail wag the investment dog” is a popular saying in the world of investment management. And while there is wisdom in this statement, being thoughtful about what for most is their highest investment-related cost is essential. There...
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...
By: Angela Smith Cybersecurity is “the state of being protected against the criminal or unauthorized use of electronic data, or the measures taken to achieve this.” (1) In today’s hyperconnected world, digital security has never been more critical. Cybersecurity...
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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