12/14/2018
Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.
12/14/2018
Construction on the 46-story tower known as TSX Broadway is set to begin in January
12/13/2018
Kristi Kuechler of the Family Office Exchange describes a renewed focus on direct investing
12/09/2018
Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients
12/07/2018
We operate with an independence of thought and action, with a clear focus on sourcing the most suitable products on the market for our clients.
12/06/2018
Overall, real estate is currently the third largest asset class component of family offices’ portfolios.
12/06/2018
This investment will serve to strengthen Canaccord Genuity's distribution channel for new issues and other product offerings within its key verticals in capital markets and wealth management.
12/05/2018
The success of our clients really matters to us
12/04/2018
It also provides counselling and concierge services to family members, and enables a smooth transition of wealth from one generation to another.
12/04/2018
A report by Edelweiss Private Wealth Management and Campden Family Connect shows that only 19% of succession plans are written and formally agreed.
12/03/2018
Pass-through entity owners can pay up to an effective tax rate up to 37 per cent on income.
11/29/2018
Many believed that the regulation was not directly relevant to them, believing Mifid II would only impact much larger financial institutions.
11/29/2018
We run through some of the family office stories that stole the headlines this year.
11/23/2018
“Trust is more important than anything for me,” the principal said.
11/21/2018
The focus is to move away from areas seen as tax havens to areas with a more robust framework, and a real focus and defensibility around using the locations.
11/20/2018
Such strategies can be especially effective when they’re targeted towards a specific sector/industry/market or country.
11/20/2018
Transaction will expand Forbes Family Trust’s footprint in U.S. market through established presences in New York, Philadelphia and Palm Beach, Fla.
11/20/2018
"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”
11/19/2018
For Farinella, the incident coincided with what he felt was a rift in private banking.
11/15/2018
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.