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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...

Is Your Family Office Secure from the Cyberworld?

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...

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...

What to Make of SPACs?

By: Isaac Lempriere From reading the headlines around SPACs (Special Purpose Acquisition Companies) it is clear that as an investment they mean many different things to many different people. For hawkish investors like Jeremy Grantham, they are a “reprehensible...

Why China Matters So Much To Your Portfolio

By: Wayne Edelist One lazy weekend this past summer, I took my laptop out to the backyard to indulge myself in some reading. There had been an email from Ray Dalio’s www.Principles.com website, highlighting that the latest chapter of his forthcoming book “The Changing...

Family Investing as a Hero’s Journey: What Would Rocky Do?

By: Terry Vaughan Let me tell you something you already know. The world ain’t all sunshine and rainbows. It is a very mean and nasty place and it will beat you to your knees and keep you there permanently if you let it. You, me, or nobody is gonna hit as hard as life....
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