'It's dangerous to rule from the grave,' says one leading estate litigator The post The family plot: Giorgio Armani’s will puts focus on estate planning for founders appeared first on Canadian Family Offices.| Canadian Family Offices
PwC Canada's Fred Cassano shares his insights The post Are family offices dialing up or down when it comes to real estate? appeared first on Canadian Family Offices.| Canadian Family Offices
Tough times ahead for Canada, which is in a particularly bad position, as a small market now heavily dependent on exports to the U.S. after years of free trade. The post Highlights from October’s Canso Market Observer appeared first on Canadian Family Offices.| Canadian Family Offices
Setting the stage for succession means normalizing one of the toughest conversations in wealth management The post Rubach: The emotional weight of wealth can crush heirs. How to replace chaos with clarity appeared first on Canadian Family Offices.| Canadian Family Offices
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2022 is a piece of legislation that was intended to improve American’s retirement savings and long-term financial security. While many of the bill’s provisions went into effect in 2023, some provisions required additional guidance that’s still being released. The Department of the Treasury (DOT) ... Read more The post Breaking Down the SECURE Act 2.0: What High Earners Need to Know appeared first on Creative Plann...| Creative Planning
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
Alternative investment funds enhance availability and transparency, and family offices are finding them helpful in portfolio design| Canadian Family Offices
Building wealth is hard, but keeping it across generations requires an entirely different skillset, writes advisor Elke Rubach| 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
