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Features


Family offices step up to help with complex, private and worrisome health issues
Often working behind the scenes, they can coordinate health care at home or medical needs abroad
4 min read


Flush with cash, former business owners stumble out of the gate
“If you are an entrepreneur who is about to sell an enterprise, recognize that you are not invincible.”
4 min read


Giving money as a gift? Here are the who, how and tax considerations
There are many things to consider when giving a financial gift, including the emotions that can go along with it.
3 min read


It’s difficult, but taking the high road in divorce can pay off
Bad behaviour never pays, however tempting it may be, says Lawrence, who is a certified divorce coach, divorce financial analyst and master
5 min read


Judging kids of wealthy families causes damage that can last a lifetime
Passing judgment, subtly or not, shapes children’s views of themselves and the world around them.
5 min read


Mountains of financial data a growing problem for family advisors
‘I’ve met families who have extensive investment portfolios … all managed in a three-ring binder’
4 min read


Running a family business? Healthy balance can be hard to find
The younger generation is much better at finding that balance upfront in their relationships than seasoned entrepreneurs who established bus
4 min read
Shareholders-in-waiting need to know things, even if they ruffle family feathers
if you don’t ask questions, you are at risk of being unprepared for the roles and responsibilities that come with inheriting family assets.
5 min read


Survey says: When should family office say ‘sayonara’ to a client?
“If there’s family conflict to the point that I do not see it being resolved, I will remove myself from that engagement.”Carolyn Cole
4 min read
Tempted to discuss estate planning over this holiday family get-together?
Inheritances given ‘with strings’ are popular, just don’t attach too many
3 min read


The right reasons – and a big wrong one – for starting a family office
When should an enterprising family seek help? When they’re overwhelmed by complexity, for one
4 min read


They thought they were set for life: How a fortune was frittered away
How a Canadian tech entrepreneur went from boom to almost bust in just a few years.
They thought they were set for life.
4 min read
Time to set fire to ‘shirtsleeves’ adage about family wealth, advisors say
Axiom predicting wealthy families are bound to go broke by third generation is flawed and even harmful
4 min read


What better expert in family offices than someone who custom-designs them?
Carolyn Cole’s experiences as trusted advisor, parent and service provider make her a go-to consultant in the industry.
6 min read
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