No images? Click here
FEATURED ARTICLE
10 things family office advisors need to know about today’s Gen 3 clients
In this three-part series, we explore the truths and myths about third-generation members in wealthy families, looking for qualities that define Gen 3s overall and the current rising cohort—many of whom are now in their late teens to late 20s—in particular.
Since time immemorial, parents and grandparents have shaken their heads, thrown up their hands and declared they just can’t understand what makes their kids tick, and it sometimes falls to family advisors to moderate the conversation. Here eight seasoned practitioners discuss the essential characteristics of the current Gen 3 crop to help advisors bridge the generation gap.
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
MEMBER CONTENT
The Iran conflict’s silver lining for global ex-US Stocks
‘Negative sentiment creates an opportunity only if reality is likely to prove better than feared. We think it is. Regional conflicts, even those involving major oil-producing areas, don’t typically derail bull markets.’
Markets don’t move on what happens alone—they move most on the gap between what happens and what investors expected. When reality beats depressed expectations, prices tend to rise to close that gap. Our research suggests the Iran conflict created exactly that dynamic for non-US developed markets. While the Iran war reset sentiment lower everywhere, it hit professional expectations for Europe and Asia particularly hard—harder than reality warrants. We think this makes the case for non-US leadership even more compelling than at 2026’s outset.
This article is brought to you by Fisher Investments Institutional Group.
MORE TOP STORIES
Closing the generational happiness gap through purpose
‘Skilled advisors can help families pass down their wealth to many generations. With an awareness of the happiness gap, they can help them pass down a sense of well-being too.’
How to talk about death and dying—before it’s too late
Estate planning is about more than documents and strategies. It’s also about hard conversations.
RECENT ARTICLES
Keeping the cash flowing: How family offices can avoid a liquidity crunch
Planning for a family’s liquidity needs is a long-term process that should start early, experts say
Making ownership work: Lifestyle assets and the family office
Lifestyle assets like luxury homes and collector cars bring special tax and legal considerations for family offices
Summer books: Seven advisors share what they’ll be reading at the cottage
Reflecting our turbulent times, their picks tackle lessons learned from finance as well as human history.
7 ways affluent families can raise grounded children in a world of abundance
How to balance 'extraordinary opportunity with the equally important task of developing independence.'
Video: ‘Beyond the Family Business’ with Jen McCain, president of Irie Capital Corporation
‘Defining yourself and your individual identity outside of the system is a really important piece of being part of a large family business.'
