News, Blogs, Case Studies
Explore insights and expert analysis from our team, covering topical subjects to educate and inform on the latest trends and developments in our industry.
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...
Our Investment Principles
18th century Irish clergyman and writer Philip Skelton wisely said: "Our principles are the springs of our actions; our actions, the springs of our...
When Do We Tell The Kids How Much We Have?
By: Angela Smith Wealth Continuity: Best Practices For Enterprising Families One of the more frequent questions we receive from ultra-affluent...
Managing Private Fund Allocations
By: Terry Vaughan "Your capital called - said it was sorry for being such a drag." The challenges of managing private market fund allocations Things...
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...
2021 – A Dickens Of A Year
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...
Incorporating Tax in your Investment Planning
"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...
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...
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...