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FAMILY FIRST.
OFFICE SECOND.™

Features

From left are Carolyn Cole of Cole & Associates, Krista Kerr of Kerr Financial Group and Allison Comeau of ATB Advisory Services.

From left are Carolyn Cole of Cole & Associates, Krista Kerr of Kerr Financial Group and Allison Comeau of ATB Advisory Services.

I see opportunity and hope everywhere’: Three more women excelling in family offices

5 min read

André Chagnon, left, with his son Claude in 1996. Chagnon, who died in 2022, made his fortune at the cable TV firm Vidéotron, which he founded in 1964. His family's charitable foundation is the largest in Canada. CANADIAN PRESS

André Chagnon, left, with his son Claude in 1996. Chagnon, who died in 2022, made his fortune at the cable TV firm Vidéotron, which he founded in 1964. His family's charitable foundation is the largest in Canada. CANADIAN PRESS

Special report: Canada’s top 20 private foundations and the families behind them

11 min read

From left are Lucy Ryan, Peter Jaskiewicz, Katrina Barclay and Carolyn Cole.

From left are Lucy Ryan, Peter Jaskiewicz, Katrina Barclay and Carolyn Cole.

Seven reasons why starting a family office might not be the right option

5 min read

From left are Tom McCullough of Northwood Family Office, Patricia Saputo of Crysalia and Carolyn Cole of Cole and Associates.

From left are Tom McCullough of Northwood Family Office, Patricia Saputo of Crysalia and Carolyn Cole of Cole and Associates.

How to build your family office for the future

5 min read

Family offices set to boom this decade: Deloitte survey

Family offices set to boom this decade: Deloitte survey

Family offices set to boom this decade: Deloitte survey

4 min read

From left to right are Amanda Bassin of the Persuit Group, Andrew Mushore of B. Riley Farber, and Carolyn Cole of Cole & Associates.

From left to right are Amanda Bassin of the Persuit Group, Andrew Mushore of B. Riley Farber, and Carolyn Cole of Cole & Associates.

Working at a family office can be great. But it’s not for everyone

3 min read

Clockwise from top left are Declan Ramsaran, Elke Rubach, Sloan Levett, Arthur Salzer, Ian Calvert, Marvin Schmidt and Carolyn Cole.

Clockwise from top left are Declan Ramsaran, Elke Rubach, Sloan Levett, Arthur Salzer, Ian Calvert, Marvin Schmidt and Carolyn Cole.

Advisors’ phones started ringing after fed budget dropped

6 min read

What’s a family office, anyway? They’re for the very rich only, right?

What’s a family office, anyway? They’re for the very rich only, right?

What’s a family office, anyway? They’re for the very rich only, right?

4 min read

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