Retirement for founders and stepping back from the family business means redefining roles so they stay relevant without becoming a bottleneck| Canadian Family Offices
Investing in stressed and distressed credit is a significant asset class in the U.S., but still a largely unknown to family offices in Canada. PenderFund Capital Management, a pioneer of looking into inefficient parts of the market, is changing that with its Pender Credit Opportunities fund.| Canadian Family Offices
If your family aims to leave a financial legacy to support the education of future generations, you may want to consider a dynasty 529 plan. Also known as a multigenerational 529 plan, these accounts offer the benefits of a standard 529 education savings account with the added benefit of offering growth and tax savings for ... Read more The post How to Fund Education for Multiple Generations Using a Dynasty 529 Plan appeared first on Creative Planning.| Creative Planning
Alternative investment funds enhance availability and transparency, and family offices are finding them helpful in portfolio design| Canadian Family Offices
Building a fortune is hard, but keeping it across generations requires an entirely different skillset, writes Elke Rubach The post Rubach: Generational wealth fades when appreciation morphs into entitlement among the next gen appeared first on Canadian Family Offices.| Canadian Family Offices
More than 1,000 of Canada’s leading investing and finance professionals will attend the industry’s largest event of the year—and gain personal insights from The Right Honourable Stephen J. Harper, 22nd Prime Minister of Canada. The post Investing and Leadership in a World of Change: CFA Society Toronto’s 68th Annual Investment Dinner explores how to adapt investment strategies to a new trade world order appeared first on Canadian Family Offices.| Canadian Family Offices
When the family business founder delays an exit, it doesn’t just frustrate the family. It silently erodes value, Elke Rubach writes| Canadian Family Offices
Learn four strategies for diversifying a concentrated stock position in a tax-efficient manner.| Creative Planning
The insurance industry is targeting rich people, but distribution will require help from insurtech partners.| Digital Finance
