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Partner at Fruitman Kates on the benefits of an accounting background in serving his UHNW clients who have $100 million-plus| Canadian Family Offices
The revered thinker talks about multi-cultural Canada, the need for emotionally intelligent advisors and ‘Wealth 3.0’| Canadian Family Offices
Bill Healy, former exec at the family office Patrimonica, on the need for soft skills, the hard lessons learned while selling investments and the influence of Alex P. Keaton| Canadian Family Offices
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