Canadian family offices operate today in an environment that is markedly different from even a decade ago. As global trade shifts, wealthy families are increasingly looking for opportunities beyond our immediate borders. They're investing in operating companies across jurisdictions, holding global real estate portfolios, leveraging debt and managing trusts with beneficiaries who reside in different countries.

But with this expanding global footprint come increasingly complex Canadian and international tax considerations. While family offices are used to dealing with tax issues at home, it’s now critical to undertake a co-ordinated analysis that considers how domestic and international tax issues interact. 

Blaine Cameron of KPMG Family Office explores all the angles in this article for Canadian Family Offices. 

It's our most popular article so far this week.   

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‘There’s a disconnect between next leaders in charities and those we seek to engage within the broader community’

Canada’s philanthropy sector is encountering challenges. Fewer Canadians are donating; there’s an over-reliance on ultra-high-net-worth donors; and, overall, engaging the next generation is proving to be somewhat difficult.

Interaction with donors

A trend that Ron Bernbaum is seeing is that Canadians are planning for when a family no longer lives in Canada due to high tax rates. Whether this is a larger trend or something he sees specifically at PearTree Canada, which focuses on a Flow-Through Share Donation Platform (FTSDP) that enables high-net-worth donors to significantly reduce the after-tax cost of charitable giving, remains to be seen.

This article is brought to you by PearTree Canada. 

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Full video and transcript of this recent Canadian Family Offices panel session