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.
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...
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...
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...
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...
Monkey Predictions
A lesson on predictions. Below is an excerpt from Mo Lidsky's latest book, Partners in Preservation. With the advent of countless technologies that...
Conflicts of Interest
Product vs. Process By: Mo Lidsky Conflicts of interest is an important topic we educate our clients on. It is far too often, especially in Canada,...
CRM 2: Suitable, But Not Sufficient
Below is an excerpt from Mo Lidsky, which was recently referenced in the Globe & Mail, on both the positive impacts and shortcomings of the new...
Deferred Maintenance
By: Mo Lidsky All the years we lived in this house I knew about it. Yet, I ignored it. First, it was a small moldy patch in the washroom ceiling....
Thank You, 2020: Lessons I May Not Have Learned Without You
By: Mo Lidsky It sure has been a year like no other. Complaints and frustrations have been easy to come by. Though, I suspect most of us will not...