Features

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

The younger generation is much better at finding that balance upfront in their relationships than seasoned entrepreneurs who established bus

4 min read

“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

Inheritances given ‘with strings’ are popular, just don’t attach too many

3 min read

When should an enterprising family seek help? When they’re overwhelmed by complexity, for one

4 min read

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

Axiom predicting wealthy families are bound to go broke by third generation is flawed and even harmful

4 min read

Carolyn Cole’s experiences as trusted advisor, parent and service provider make her a go-to consultant in the industry.

6 min read