In the podcast "Beyond the Family Business," sponsored by BMO Private Wealth, Luke Hansen-MacDonald goes beyond the headlines with fellow leaders in family businesses and family offices to explore lessons they have learned and their successes and challenges.

This week, Luke sits down with Danielle Saputo, third-generation member of the Saputo family enterprise, which is one of the top 10 dairy processors in the world. Today she is a family business advisor, author and mother of three children. Her professional work focuses on helping families transition wealth and be intentional in conversations as they pass wealth through the generations.

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Client expectations are rising—a common theme we’ve been hearing throughout the year at Canadian Family Offices. The reasons are varied, from technological advancements to societal shifts, and even down to the simple fact that Canadians have more choices.

In the family offices space, portfolios are growing more complex with  increased private asset allocations and diversification, and younger generations are becoming more engaged. Today families expect seamless, real-time visibility into their wealth, and that means investment professionals must be able to manage these portfolios efficiently.

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