For Riley Phillipson, CIO at Access Family Office, the challenge of these volatile times is to make sure clients don’t throw risk management out the window, even when a younger family member comes to the dinner table talking about how high their crypto coin has risen. 

“I think when there are these pockets of froth in the market and seemingly everything goes up, and gold is going crazy, it’s so easy to just ignore why risk management exists.”

In this second article in our "Outlook 2026" special report, we check in with family office CIOs about challenges and opportunities for the year ahead. 

This article was our most popular so far this week.           

Where you'll find us

• Check out our homepage for the latest from Canadian Family Offices. 
• If you use LinkedIn, our page is here.
• Feel free to send us feedback at info@CanadianFamilyOffices.com 

Thanks for reading! 

The stock market currently exudes greed. And that should worry savvy investors.

Indeed, one of Canada’s leading portfolio managers for ultra-high-net-worth families is among those wealth professionals who see abundant risks in equity markets as the S&P 500, the NASDAQ and even the TSX Composite Index continue to achieve new highs. 

“The alarm bells are ringing loudly,” says Thane Stenner, founder of Stenner Wealth Partners+ at CG Wealth Management and Chairman Emeritus of the ultra-high-net-worth (UHNW) network Tiger 21 in Canada.

This story is brought to you by Stenner Wealth Partners+.

UHNW women are gaining financial independence, but the playing field is still not level, says Inheritocracy author Dr. Eliza Filby

The long view remains a core principle, even as accelerated change and volatility demand agility, they say

Recalibrating the business to be more appealing to the aspirations of younger family members can pay off