No images? Click here
FEATURED ARTICLE
Training at the family office: Who’s doing what
A few weeks ago we asked family offices where they were finding efficiencies, and one of their answers surprised us. They view education and training—for families and advisors alike—as one of the most effective ways to do more with less.
So that got us thinking. How are family offices handling ongoing education today? It can be a challenge to keep employees’ skills up to date. We asked four family offices what they are prioritizing now.
It was our most popular article 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
MEMBER CONTENT
Thane Stenner: The defining attributes of an elite wealth advisory team for ultra-high-net-worth investors
What distinguishes the rare teams that can serve as a trusted strategic office around an ultra-high-net-worth family’s full balance sheet, risks, values and decision-making complexity?
Elite UHNW investors need more than investment competence. They need an advisor and team that can operate as a trusted strategic office around the family’s full balance sheet, risks, values and decision-making complexity.
The attributes that follow describe what genuinely sets the rare, top-tier advisory teams apart. They are organized as a single, integrated profile rather than a checklist: each trait reinforces the others and a weakness in one tends to compromise the whole.
This article is brought to you by Stenner Wealth Partners+.
MORE TOP STORIES
Hitting a philanthropic roadblock: When big-dollar givers get ‘stuck’
Advisors talk about the instincts and doubts that can stop even the most energized donors in their tracks
‘Beyond the Family Business’ with Iqbal Kassam, founder of EQ Bank, on his journey to success
‘Entrepreneurs look for patterns of opportunities. They’re seeking, they’re looking, they’re validating,’ says Kassam
RECENT ARTICLES
Video: Opportunities and challenges for family offices in venture capital
In an exclusive panel discussion, Benjamin Bergen, Prathna Ramesh and Owen Matthews share their insights on VC and family offices today
Israelson: Thinking long-term about mixed-use residential real estate
The economy is unsettled. Canada’s population has been shrinking. But should investors look past the noise?
Where are ESG investments being made now by family offices?
‘From an economic point of view, it just makes sense to invest more and to get more capacity from renewable energy’
Amid record highs for metals, 10 Canadians who made their fortunes in the mining business
These 10 miners, financiers and investment gurus are some of the most prominent and enduring players in the Canadian sector
Where to invest $1 million today: the Trump topsy-turvy edition
Four executives point to opportunities for big-dollar investors amid geopolitical and market uncertainty